Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges ensuring the lowest possible rate on every transaction. The payment acceptance will automatically be recorded in Accolent ERP. The integration allows payment acceptance by credit card or ACH/eCheck to […]
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User Managed Backups
Accolent ERP automatically stores 30 days of database snapshots at all times. From these database snapshots, we can restore a user’s database as of any date in the preceding 30 days. In addition, Accolent ERP allows a user to create and keep additional backups beyond these 30 days of snapshots. All user created backups are […]
Special Order Costs
Accolent ERP has extensive special order functionality. A special order links a sales order line item directly to a PO. Unlike other inventory transactions that take the sales order cost from the Average Cost, special orders get the sales order cost directly from the linked PO. Typically, the default PO cost is set up on […]
Integrated Payments: ACH/eCheck, Hosted Payment Page
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. By automatically processing Level 2 and Level 3 data, Fiserv optimizes interchange charges ensuring the lowest possible rate on every transaction. The payment acceptance will automatically be recorded in Accolent ERP. The integration allows payment acceptance by credit card or ACH/eCheck. Payments […]
Integrated Payments: Creating Voids or Refunds
Accolent ERP is integrated with Fiserv, one of the largest payment processors globally. As part of the Accolent ERP integration with Fiserv, payment transactions may be voided or refunded to the credit card that was originally charged. If the original charged transaction has not yet been settled, the refund request will direct the user to […]
Creating Checks for Multiple Warehouses
Accolent ERP allows vouchers for multiple warehouses to be paid with a single check. If there are multiple warehouses on a check, the amount of the check will be split between the warehouses. Create Vouchers Create voucher ZZ11636 for $120 for Vendor Staples for Warehouse 1. Create ZZ11637 for $260 for the same vendor for […]
Recording a Vendor Refund
Accolent ERP offers several ways in which a vendor refund may be recorded. If the refund is in the form of a Credit Memo, then create a negative voucher for the amount of the refund and select the negative voucher together with other positive vouchers to reduce the amount paid to the vendor in the […]
Using Split Billings for Invoices
Accolent ERP allows an Invoice to be split into multiple installments. This is referred to in Accolent ERP as “Split Billings.” Under GAAP this is an installment sale for which revenue recognition occurs as of the invoice date – on which the whole invoice is booked to the General Ledger as a sale. For the […]
Editing Voucher Discounts
Accolent ERP calculates discounts on Vouchers based on the Terms entered on the Vendor. Different Terms may be selected that will apply only to that Voucher and will not update the Vendor. In addition, Discount Amount and Discount Date may be directly edited on the Voucher irrespective of Terms. Once the Voucher is saved, the […]
Vendor Price Updates
Accolent ERP provides the ability to update vendor prices and certain other fields using a standard import CSV template. Typically, vendors will provide spreadsheets of products and updated costs and prices. Copy the vendor-provided spreadsheet with updated prices into the Accolent ERP CSV template and import to update prices and costs in the system. Purpose […]