aACE 4 Support
Welcome to aACE 4 Support!
Note: aACE 5 users - jump to the aACE 5 help guides.
At aACE Software, we are dedicated to helping you get the most out of your aACE 4 solution. These help guides make it easy for you to find answers. Use the Search bar above or browse the topics below.
If this is your first time here or you need to refresh your memory, you can read more about using our self-service help guides, submitting tickets, or contacting one of our knowledgeable agents by clicking here.
aACE Implementation Strategy
Implementation Overview
Implementation Step-by-Step
- Step 1: Prepare for aACE Discovery
- Step 2: Learn aACE Basics
- Step 3: Discovery & Your Needs Assessment
- Step 4: Customization & Testing
- Step 5: Data Migration
- Step 6: Go Live
Where To Start
System Overview
See all 10 articlesGetting Started with aACE
- ★ Getting Started with aACE Support
- Getting Started - Read Me First
- Logging in and out of aACE
- The aACE Main Menu
- List View
- Detail View
System & User Setup
Installing aACE
- aACE server installation guide - FileMaker 15
- aACE server installation guide - FileMaker 14
- Setting a Static IP - Mac OS
- aACE Server Installation Guide - FileMaker 13
- aACE Server Installation Guide - FileMaker 12
- aACE Server Installation Guide - FileMaker 11
Offices & Departments
System Wide Preferences
Team Members & System Users
- Creating Team Members
- Creating Users
- How to deactivate a user
- How to reactivate a user
- How to reset a user's password
- How to change a user's account name
System Management
Postal Code & Mailing Setup
Categories (Items & Services)
Category Management
- How do I change a category’s record type?
- Categories overview
- Category Details
- How do I enter a category?
- How to assign a preferred vendor
- Category details unique to assembled items
Pricing, Rates and Commissions
Overview
Commissions
Pricing
Rates & Rate Cards
Tax Profiles
Overview
Managing Tax Profiles
Inventory
Working With Inventory
Orders
Order Management
- Understanding order shipping
- Back order management
- Managing orders
- How do I edit an order?
- Processing customer returns
- How do I cancel an order?
Order Automation
Jobs & Tasks
Tasks
Shipping & Receiving
Overview
Shipping Automation
Shipping (Outgoing Shipments)
Receiving (Incoming Shipments)
Invoicing
Invoice Management
Invoicing Automation
Accounts Receivable
Payments From Customers
Bank Deposits
Refunds To Customers
Credit Cards and Debit Cards
Overview
Reconciling Merchant Accounts
Credit Card Transactions
Purchasing
Managing Purchase Orders
Managing Purchases
- Understanding use taxes
- Managing Purchases
- Working with Purchase Items
- Processing vendor invoices
- Processing vendor invoices from the Purchase Orders module
- Processing vendor invoices from the Purchases module.
Purchase Adjustments and Vendor Refunds
Purchasing Automation
Accounts Payable
Overview
Payments to vendors
Other Disbursements
Check Printing
Time Management & Expense Envelopes
Time Management
- How to close a timesheet
- How to revert an approved timesheet back to pending status
- How to approve a timesheet
- How to submit a timesheet
- Filling out timesheets
- Setting up timesheets for team members
Managing Expense Envelopes
System Configuration
Overview
Accounting & Bookkeeping
Accounting
- How to import your chart of accounts
- How to audit inventory
- How do I close a fiscal year?
- Managing and printing vendor 1099s
- How do I print financial reports?
- How to set up your chart of accounts
COGS, Accrued Inventory & Labor
Commission Statements
Reconciling Bank Accounts
Working with the General Ledger
- Reassigning GL account from Category for List
- Viewing the chart of accounts
- Viewing the general ledger
- Multiple views of the general ledger
- Reassigning GL accounts to posted transactions
- How do I delete unused GL accounts?
Templates
Using Templates
Building Templates
CRM
Accounts
Lists
Reporting
Report Pack
Universal Functions
Printing
Searching records & managing found sets
- How do I get the set of records I want?
- How to use quick search
- How to do advanced searches
- How do I sort records in list view?
- How do I remove records from a found set?
- Working with sub-lists and transferring found sets
Notices
Notes and Comments
Document Management
3rd Party Integrations
eCommerce
LDAP
NRG
Vertical Response
- Configure aACE for VerticalResponse integration
- Working with aACE+ VerticalResponse
- Uploading contacts to VerticalResponse
- Removing contacts with missing or invalid email
- Viewing rejected records from VerticalResponse
- Removing rejected records from lists
Mailgun by Rackspace
Google Contacts
AvaTax
XCharge
Data Migration
Migration Overview
Importing Data
- Read Me First: Preparing a data file for importing
- What data can I import into aACE?
- How do I download an import template?
- How do I import records?
- Mapping import fields by hand
- How do I handle import validation errors?