Adagio Receivables 9.3B

CLICK TO PAY

·    Receivables is now integrated with REPAY's ClickToPay. This allows you to place an image on a customer's statement. Your client can select the image to access outstanding invoices and pay them online using a credit card or ACH (for US Customers).

·    For data that is setup with ClickToPay, there is a new feature in the Statement/Letter designer for C2P Images. When you choose C2P Image from the button bar and insert the Image, you can choose the size of the REPAY ClickToPay image in the Specification. The sizes range from: Very Small to Very Large.

EDIT CUSTOMERS

·    A new company profile option 'Tax group verification' will give an error when attempting to save a customer master record with a blank tax group value. This option does not affect the tax group value on ShipTo Address records.

·    Default Project codes can be set for Customers on the Accounting tab. They may also be set for a Shipto address on the Shipto/Alerts tab. Import/Export has also been updated for Customers and Contacts/Shipto.

·    The GL Distribution grid within customer transaction inquiry now supports using the column editor to add, remove or rearrange columns.

·    Customers now have two new phone number fields, Cell phone and Toll free phone.

IMPORT/EXPORT

·    Export Customer Notes now has two new fields available to export, the Customer Name to make it easier to identify who the note belongs to, and a Note Number generated during the export to group note lines together.

·    Import and Export Customers now support the BankRec Receipt Allowed and Preferred Send Methods that were implemented with BankRec 9.3A.

·    Import and Export Customers now have additional fields to support enabling or disabling ClickToPay. 

INQUIRY

·       Customer email addresses are now available for finding customers, either from the customer list or within transaction entry. This includes using the Contact, Ship-to or any email field on the customer. If multiple emails separated by semi-colons are stored in a single email field, then any one can be used for finding the customer.

POSTING

·    When Batch Optional Fields are used, posted cash transactions retrieved into BankRec will maintain these values.

·    Posting payments from either Cash or Invoice batches now allows writing the Payment Type and Online Credit Card ID to the GL Transaction entry description, using new User Defined codes %pyt and %cci, respectively.

SECURITY

·    There is a new option in Security Groups, Options: Set batch ready to post.

The File Backup menu also has a new option for Related data.

Data conversion defaults these options to on.

·    When Adagio Payments is integrated, and user security is configured to allow editing Credit Cards but not editing Customers, the Customer Inquiry screen now has a new Edit CCs button, which allows adding and editing Online credit card numbers, but does not allow editing anything else.

SIGN ON

·    Warning on start-up will now be displayed if the dataset was used with Adagio Payments, but the Addon is not currently found. This is will disable the Adagio Payments features.

MISC

·    A new grid search process is available to use for most grids, accessible from the Control-F keyboard shortcut. Similar to filters, you can restrict displayed rows that meet defined search criteria.

·    Year End is prevented from running with a date prior to the last Period End.

·    Setting the Ready to Post batch status is now being logged in the SDAPPLOG file.

·    If you sign on in a future dated period, there is a Confirm message before you can choose to Run Period End

·    In Edit Styles, it is now possible to limit the list of Adagio Styles to those that are App specific and Generic. Make sure the program prefix is the first 2 characters of Style code description. If this option is selected, when you create a new filter, the Style codes available will be limited to match the application. 

REPORTS

·    Floating Date Ranges have been added to selected reports to simplify Date selection for Report Favourites, Report Sets and Automation.

·    39428 - The Overdue Receivables Report may now be printed for an 'As of Date' that is prior to the last Period End date.

·    The Cash and Invoice posting journal reports now have the payment method printing when one is selected for the entry.

·    Printing reports now is logged in the application log, in addition to accessing the print report screen from the menu.

·    Reports and forms printed to PDF now supports the AdagioV3PDF printer driver. 

AUTOMATION

·    In Automation, the SetSessionDate command has a new noun for: Yesterday.