Adagio Tip Of The Month Archives - Page 8 of 10 - Adagio Accounting Technical Support

Adagio Tip Of The Month: Email Attachments From Order Entry

by Doug Dickie | Apr 10, 2019 | Adagio Tip Of The Month

Question: I email our customer invoices from Adagio Order Entry’s “email queue”. However, I only see an option to attach a .PDF file. I need to attach an Excel file. How can I change this option?Answer: If you open the Email Queue in Adagio, for forms written to the...

Adagio Tip Of The Month: Payment Terms

by Doug Dickie | Mar 10, 2019 | Adagio Tip Of The Month

Question: In Adagio Receivables, when the payment terms for a customer have been entered, will the system automatically apply the terms if the payment is within the terms specified? For example, terms entered as 2% 10 Net 90 is a 2% discount if the payment is made...

Adagio Support Tip Of The Month: Post imported batch to next year

by Doug Dickie | Feb 10, 2019 | Adagio Tip Of The Month

Question: We regularly retrieve a batch from our payroll provider and post it to the GL. We need to retrieve and post the journal entries for the Jan 4, 2019 payroll into Fiscal Period 1, 2019. We have created Next Year but not closed the Current Year.The batch is...

Adagio Support Tip Of The Month: Importing Into General Ledger

by Doug Dickie | Jan 10, 2019 | Adagio Tip Of The Month

Question: I am trying to import into Ledger but it keeps telling the Fiscal Date is wrong. How do I fix this? Answer: It sounds like your date format in the import template is not the same as the date format in the import file. If you are importing the data as a CSV...

Adagio Support Tip Of The Month: Bank Rec Deposit Reversal

by Doug Dickie | Dec 7, 2018 | Adagio Tip Of The Month

Question: Currently our receipts are entered in Bank Rec, which is integrated with AR and GL. If a receipt is entered incorrectly or duplicated and it is reversed, is the AR entry reversed or would that have to be manually done? Also, would the invoice previously paid...

Adagio Support Tip Of The Month: Storing Digital Copies of Cheques

by Doug Dickie | Nov 12, 2018 | Adagio Tip Of The Month

Question: We would like to have a digital copy of each cheque saved during the print process. We don’t currently have DocStore, but it seems that it can accomplish this. However, do we really need it to do this? Answer: A standard 8.5 x 11 laser cheque includes a mini...

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