Updated Articles

31. Step 5: Data Migration

    Last Updated: 11/25/2022 in aACE Implementation Strategy
    Learn how your existing data can be migrated into your new aACE solution.

32. Step 4: Customization & Testing

    Last Updated: 11/25/2022 in aACE Implementation Strategy
    Learn how we work with you to customize and test your aACE solution.

33. Step 3: Discovery & Your Needs Assessment

    Last Updated: 11/25/2022 in aACE Implementation Strategy
    Learn more about the aACE Discovery process.

34. Step 2: Learn aACE Basics

    Last Updated: 11/25/2022 in aACE Implementation Strategy
    Resources to help you quickly learn aACE conventions and terminology.

35. Step 1: Prepare for aACE Discovery

    Last Updated: 11/25/2022 in aACE Implementation Strategy
    How to organize a team to prepare for the aACE discovery process.

36. Overview of aACE Implementation Process

    Last Updated: 11/25/2022 in aACE Implementation Strategy
    Information about the 7 phases of the aACE implementation process.

37. Step 2 — Migrating Transactions from a Previous System

    Last Updated: 10/25/2022 in aACE System & User Setup Beginning Balances
    Warning : Before you begin this step of entering beginning balances, it is essential that you read this guide in its entirety — you must understand the process before beginning the process.  To ensure that your results will be correct, we als...

38. Entering Purchases for Courier Invoices

    Last Updated: 10/03/2022 in Accounts Payable Managing Purchases
    Steps for preparing a courier invoice to streamline the purchase process.

39. Processing Refunds for Customer Credit Card Payments

    Last Updated: 10/03/2022 in Third Party Integrations Payment Processing
    Steps for voiding and processing partial refunds in the Receipts module.

40. Setting Up Tax Profiles

    Last Updated: 10/03/2022 in Tax Profiles
    Steps and recommendations for setting up the most effective tax profiles for your company.

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