New features by version in Adagio Receivables



Adagio Receivables 9.3B 2022-09-28 (Sep. 28, 22)



    •When a ClickToPay Payment Processor was added with all the necessary information, the Maintenance menu did not show the Retrieve ClickToPay Payments function until the security group was visited or the dataset was reopened.

    •In Receivables 93A with Payments, if Credit Cards were deleted, the Preferred Credit Card was not cleared to blank, in some cases. To update Customers to have a blank Preferred Credit Card, Edit and OK the Customer.

    •In the Specification Designer, the C2P Image button shows when the Adagio Payments add-on has not been installed.

    •There was an Access violation when a new Receivables dataset was created.

    •When Adagio Time and Billing is integrated, the SmartFinder dictionary for customers had an error that caused incorrect results to be displayed.

    •New Customer codes have been added to the Designer: C093 Cell phone, C094 Toll free phone.

     



And these changes were made in earlier versions:


Version 9.3B | 2022-11-16 (Nov. 16, 22)


    • The issue of unsuccessful conversion to Receivables 9.3B when there are Balance Forward Customers has been resolved.

    • The issue of customer transactions not showing up in the DocStore Viewer for SalesCQ Quotes has been fixed.

    • In the Form Designer, added Blank on Zero (property on amount fields). Corrected a problem where the preview of checks to an Ultra High Resolution screen displayed shrunken in the upper left of the screen. The preview from the Specification Designer was also corrected.

    • New Specification codes have been added: C064, Default Payment Code; C065, Default Payment Code Description; D048, Payment Type Description.

    • Receivables renders dialogs properly on Ultra High Resolution displays when the font size is anything other than 100% of normal on Windows 8.1 or higher.




Version 9.3A | 2021-04-20 (Apr. 20, 21)


    ·    Compatible with Adagio DocStore.

    ·    Supports Online Credit Card Payment Processing with new add-on module Adagio Payments 9.3A.

    ·    Payment Card Industry Data Security Standard (PCI DSS) compliant.

    ·    Added support for “one-time” or “cash” customers.

    ·    Find on filtered Customer grids to search within the filtered result.

    ·    Payments can now be taken on credit notes for refunds.

    ·    'Auto-Generate' the Check Number field in posting speeds entry and avoids duplicate document numbers on cash transactions.

    ·    Added new field PO Reference in batches for customers who pay by PO number. The field posts to the Transaction file and is available for viewing and on statements.

    ·    Send/print statements to multiple Send Methods (Printer, PDF, email) simultaneously.

    ·    Option to attach only outstanding invoices (past their Due Date) to statements.

    ·    Option to attach only invoices >= n days overdue to statements.

    ·    Option to age transactions by Document Date or Due Date on statements.

    ·    Print Overdue Receivables, Aged Trial Balance, and Customer Transactions reports to Excel using ExcelDirect.

    ·    It is easier to find a field in the Column Editor. Sort the list, restrict the list by data type, and type in some text likely to identify the field.




Version 9.2A | 2017-07-11 (Jul. 11, 17)
9.2A release notes
 - Whats new in version 9.2A! Video demonstration of 9.2A


    ·    Adagio toolbar for one click launch of other modules. “Banded” grids and record count on customer grids.

    ·    Edit Description and Reference on posted transactions.

    ·    Create separate deposit batch in BankRec by Payment Method for EFT receipts.

    ·    Customer option to default printing of receipts in BankRec.

    ·    Added an option to the Transactions tab to sort customer transactions by Date or by Type/Doc No. for current, history or both.

    ·    Customer option to require a purchase order number to be entered in Adagio Invoices and OrderEntry.

    ·    Recover posted batches, print Batch Listings (open and posted) and Posting Journals from the Batch Inquiry.

    ·    Edit customer name for miscellaneous cash receipts for flow through to BankRec and Ledger.

    ·    Improvements in batch entry including Payment Total and Total Applied displayed, Distribution field hidden to speed entry and additional checks and warnings.

    ·    Credit notes auto-attached to statements.

    ·    Summarized Customer Transactions report showing one line of transaction totals per customer.

    ·    General Ledger Distribution Summary on batch listings.

    ·    Currency Summary on Cash Receipt batch listing.

    ·    Adagio Receivables standard reports are now created using Crystal Reports 2013.

    ·    Data Integrity Check saves results for the last 9 previous runs.