https://portal.softrak.com/ubbthreads/ubbthreads.php RSS Feed for Technical Support Adagio Accounting | Technical Support Forums - UBB.threads(tm) https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72248/Re_Customer_support_missing#Post72248 Posted by Susa_Tollenaar:
I've left several email, voice mails, download requests. I've been using Adagio for over years and never had this problem? I've the same email address so that should not be an issue. Please help!!!!]]> Wed, 04 Mar 2026 18:51:44 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72237/Re_New_NFR_codes_Adagio_ePrint#Post72237 Posted by C White:
Never mind - when I actually installed the CORRECT new serial number, the problem solved itself.]]> Tue, 03 Mar 2026 21:07:59 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72229/Re_New_NFR_codes_Lanpak#Post72229 Posted by Steve Schwartz:
Please write this in the forum for dealers, not this forum, and I will answer your question. Steve]]> Sun, 01 Mar 2026 01:43:15 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72215/Re_Test_post_for_mail_check#Post72215 Posted by Salman:
Hi this is the test Message]]> Mon, 23 Feb 2026 03:54:15 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72208/Re_Can_I_force_an_entry_in_the#Post72208 Posted by Douglas Dickie:
In AR Company Profile select "Require PO" Export/Import customers to set the "Require PO" flag as required. New customers will automatically be assigned to "Require PO".]]> Mon, 16 Feb 2026 12:53:08 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72205/Re_Job_related_invoices_with_G#Post72205 Posted by Steve Schwartz:
I’m helping a Canadian client with a new company that is using JobCost. They are still in the testing phase. I am ignorant when it comes to tax on the AP side, being in the US. They have 5% GST tax and when they enter a “Purchase” type item on an invoice in AP to a GST-taxable vendor, it automatically adds the GST tax (there seems to be something about filling in the Distribution code). However, even on the same invoice, when they enter a “Job Cost” type item, it doesn’t add the GST tax a]]> Fri, 13 Feb 2026 06:55:20 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72194/Re_Changes_to_1099_filing#Post72194 Posted by Douglas Dickie:
Steve The T5018 recently made significant changes to the file layout, which Softrak implemented so hopefully they will also update Payables for the new 1099 changes. ]]> Sun, 25 Jan 2026 08:52:08 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72146/Re_AP_9_3C_2025_11_17_Service_#Post72146 Posted by Softrak Support:
Hello Luc, I suggest that you download the file again. I just checked the Service Pack and Upgrade downloads and both worked perfectly.]]> Fri, 12 Dec 2025 12:31:29 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72145/Re_DocStore_Link_a_Document_af#Post72145 Posted by Samuel Kopstick:
Thank you for this reply. This information is helpful - I will discuss this with my client.]]> Fri, 12 Dec 2025 12:12:19 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72133/Re_Adagio_amp_Telpay_Online#Post72133 Posted by Softrak Support:
Hello Doug, In the Payables 9.3C (20251117) Service Pack, the EFT Batch Format for TelPay has been updated with an option for TelPay Online.]]> Mon, 08 Dec 2025 09:14:41 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72120/Re_Cheque_Fraud_Protection_Pos#Post72120 Posted by Steve Schwartz:
FWIW - I have about 10 clients using PrintBoss’s Positive Pay feature, and about 5 doing it via GridView. Both work fine; PrintBoss is smoother, but it’s not worth purchasing just for this feature. All PrintBoss users pay via ACH. Steve]]> Wed, 03 Dec 2025 11:48:02 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72110/Re_Can_a_BankRec_Reconciliatio#Post72110 Posted by Patricia B.:
The reconciliation cannot be reversed. You may restore a backup or you need to adjust the reconciliation by adding transactions to fix the bank balances. ]]> Mon, 01 Dec 2025 09:50:54 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72077/Re_Filter_the_Fincial_Reporter#Post72077 Posted by Samuel Kopstick:
Eric, I found that the Departmental Restrictions in the Financial Reporter is the best solution. This is only available to the user SYS, who is able to set which user can view which Depts. This way, we only need one financial statement. In your scenario, I would need 40+ separate reports for our 40+ different Depts. And of course what will happen after we create all the reports for each Dept, the client will ask for "just one tiny modification to the report" - oh-oh!]]> Tue, 11 Nov 2025 11:57:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72052/Re_Inventory_DIC_Phase_2_Error#Post72052 Posted by Douglas Dickie:
GV-RW would be the solution.]]> Fri, 24 Oct 2025 13:48:38 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72045/Re_Adagio_in_the_Cloud_is_thro#Post72045 Posted by Patricia B.:
Hi Yvette: Contact your Adagio dealer. Cloud support is not going to help you with a corrupted database. ]]> Tue, 14 Oct 2025 10:04:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72042/Re_Softrak_portal_amp_forum_is#Post72042 Posted by Softrak Support:
Hi All, Softrak Forum services are up & running. Recently, an unauthorized individual attempted to access the Softrak Dealer Forum. We are pleased to confirm that the attempt was unsuccessful, and our existing security measures prevented any breach or data exposure. As a precaution, we temporarily took the forum offline to perform a full security audit and strengthen our systems further. The review is now complete, all security updates have been implemented, and the forum is fully o]]> Thu, 09 Oct 2025 04:09:20 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72022/Re_Softrak_portal_forum_will_b#Post72022 Posted by Softrak Support:
Hi All, We would like to inform you that our Softrak server vendor will proceed with the scheduled maintenance activities and increase the storage for the sofrak.com and portal.softrak.com servers. The scheduled downtime will commence on Friday, September 26th, 2025, from 6:00 PM to September 27th, 2025, at 2:00 AM EST. During this period, service will be down for approximately 8 hours. **Impact:** Softrak.com, portal.softrak.com & Softrak Forum Thank you for your attention to this m]]> Thu, 25 Sep 2025 06:20:34 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72017/Re_AR_error_message#Post72017 Posted by JeanB:
The error occurs when I click on the report name - it doesn't even bring up the dialog box to select any range of customers. A consultant from IOS Group reached out and is helping to solve the problem. It's a tricky one... it has something to do with the integration of the secondary data set. ]]> Mon, 22 Sep 2025 11:52:24 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72007/Re_WKSETUP_hangs_at_Nova_PDF_i#Post72007 Posted by Samuel Kopstick:
Tech Support had me verify the Permissions. i also spoke with Steve and he suggested that the issue would be either permissions or the anti-virus software. Turns out that Steve was correct. Their anti-virus software, “Sentinel One”, was disallowing the installation. We had the client’s IT Technicians turn the anti-virus software off, and the WKSETUP ran smoothly! Thanks to all you for your assistance.]]> Wed, 17 Sep 2025 13:00:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72003/Re_Invoices_item_multiple_acco#Post72003 Posted by Softrak Support:
Hello Rebecca, Yes, you can accomplish this in Adagio Invoices with items that are setup to be Subtotals. They should use a different Style code than the items that are set up to be Details. In data entry, you would insert the Subtotal Item after the list of Details. In your Invoice Specification, you would set the section height for the Style code for Detail Items to very small so that it does not print. ]]> Tue, 16 Sep 2025 08:28:04 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71964/Re_AR_Printing_Statements_with#Post71964 Posted by Softrak Support:
Hello Sheldon, Print works the same way as Email. Check your settings. ‘Attach Unpaid Documents’ should be ‘All Customers’ in case the setting is different on the Customer record. Is there a limitation to documents that are overdue? Check the ‘Attach docs >= Days Overdue’. ]]> Tue, 26 Aug 2025 08:08:32 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71961/Re_JobCost_93A_reports#Post71961 Posted by Patricia B.:
I am looking at the report design and the accounting date is located in first detail line while not everybody enables this functionality. Then the second line do have the second description and it doesn't print if there is none. But the third line has the GL account and department and this information is always there. Therefore, the account should have been left where it was before and the new two pieces of information should be conditionally printed in the second line. ]]> Mon, 25 Aug 2025 12:32:23 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71947/Re_CQ_93A_2025_08_12_Service_P#Post71947 Posted by Softrak Support:
Hi All, New features & Fixes in CQ 9.3A. • When the Company Profile, Quotes tab option for 'Cost To Use' was set to ‘Average’ or ‘Cost used in Costing’ the Unit Cost was not correctly displayed in the Selling Unit, in some cases. • Transferring Quotes to OrderEntry caused ‘Invoice Total‘ Integrity errors,in some cases. • Creating a Quote from a Historical Order will check for Inactive Inventory Items. • Orders created from Prospects Quotes did not update the Customer Report Group, i]]> Mon, 18 Aug 2025 07:36:47 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71935/Re_Cloud_servers_down_due_to_A#Post71935 Posted by Softrak Support:
Dear All, AWS has resolved the earlier operational issue in the CA-CENTRAL-1 region that was affecting EC2 instances, EBS volumes, and related services in Availability Zone cac1-az1. All impacted services are now fully operational. Connectivity and performance have returned to normal levels. We will continue to monitor for any residual effects, but at this time no further disruptions are expected. Thank you for your patience while AWS addressed the incident. ]]> Tue, 12 Aug 2025 05:28:35 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71907/Re_AJ_9_3A_250729_Service_Pack#Post71907 Posted by Softrak Support:
Hi All, New features & Fixes in AJ 9.3A. • When JobCost Integration was not selected in Receivables, Cost Batches could not be retrieved. • Year End Processing was not correctly resetting the Cost and Bill Batch files. • In Cost Batch Listings and Posting Journals , the General Ledger Distribution Summary did not balance when batch entries were a mix of Invoices and Credit Notes/positive and negative values. • Change Order Reports were not printing the Change Order Description corre]]> Wed, 30 Jul 2025 07:53:24 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71899/Re_Email_Setup_Connect_Timed_O#Post71899 Posted by chinmook:
Hi Warren, I never used that feature before, but as this is being run SERVER side, I would not put same on the table.. Thanks for the suggestion. Edward ]]> Fri, 25 Jul 2025 11:50:14 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71875/Re_Excel_Direct_amp_Receivable#Post71875 Posted by Samuel Kopstick:
Excellent! I did not recall that this has to be set in Company Profile. Thank you Patricia for your assistance!]]> Tue, 08 Jul 2025 20:06:42 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71870/Re_General_Ledger_Financial_St#Post71870 Posted by Steve Schwartz:
You can only make most changes toss statement when it’s in “Collapsed”, not “Expanded” mode. If that is not the problem, then it will be very difficult to answer this on the forum. You should ask your Adagio consultant. Steve]]> Sun, 06 Jul 2025 03:30:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71836/Re_Lookup_Open_Orders_in_O_E_H#Post71836 Posted by Samuel Kopstick:
Got it! i have to update the client to the IC V9.3B that now includes Item Inquiry into Sales Orders as well.]]> Thu, 19 Jun 2025 09:38:40 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71770/Re_AP_9_3C_2025_05_19_Service_#Post71770 Posted by Softrak Support:
Hi All, New features & Fixes in AP 9.3C. • The Company Profile, 5018 Options tab has been updated to remove the Transmitter Number. It has been replaced with the Transmitter Rep Id. Existing clients should edit the Company Profile to remove the previously saved Transmitter Number. If the Transmitter Rep Id is non-blank, the TransmitterRepID will be included in the T619. ]]> Thu, 29 May 2025 06:42:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71729/Re_MSVCR110_DLL_error#Post71729 Posted by Rebecca Young:
It was a Home but was upgraded to Pro. I did a complete wipe and reinstall of Windows but it still gave the same error.]]> Mon, 12 May 2025 08:39:26 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71722/Re_AP_9_3C_2025_05_06_Service_#Post71722 Posted by Softrak Support:
Hi All, New features & Fixes in AP 9.3C. • A Northern Savings CU 1464 EFT Provider has been added for the PaymentStream Guide for File Upload – Form 5600: PaymentStream AFT Guide for File Upload Specification from central 1. • The Maintenance, File T5018 Forms function has been updated for corrections to the new format for 2025.]]> Thu, 08 May 2025 23:33:34 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71700/Re_SqlSyn_error_Gridview_RW_is#Post71700 Posted by Softrak Support:
Hi @All, Forwarded this issue to R&D for investigation.]]> Tue, 06 May 2025 06:18:43 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71697/Re_GL_Financial_Reporter_perio#Post71697 Posted by Bruce Gardner:
You have the most up-to-date version of Ledger. More information is required. Questions: -Is this a new deployment (ie. new server)? -If not, when did this behaviour start? Did anything change at that time? -Were any Adagio updates installed? -Is there any message? -Is there any pattern to what user(s) are doing when FR crashes? -Is it just one user or all users? -Does the Ledger data pass a Data Integrity Check? -Does FR crash in the same way when using Sample data? ]]> Mon, 05 May 2025 16:11:12 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71677/Re_Request_Resolve_Import_Conf#Post71677 Posted by Softrak Support:
Hello Brian, In the Inventory 9.3B (2025.03.10) Upgrade just released, Automation has been improved and record locking has been relaxed for Import where possible.]]> Wed, 30 Apr 2025 09:44:17 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71676/Re_Request_Inventory_9_3A_Auto#Post71676 Posted by Softrak Support:
Hello Brian, In the Inventory 9.3B (2025.03.10) Upgrade just released, Automation has been improved and record locking has been relaxed for Import where possible.]]> Wed, 30 Apr 2025 09:42:53 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71675/Re_Import_Item_Notes#Post71675 Posted by Softrak Support:
Import Item Notes was added in the Inventory 9.3B (2025.03.10) Upgrade just released.]]> Wed, 30 Apr 2025 09:35:23 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71670/Re_IC_9_3B_250310_Official_Upg#Post71670 Posted by Softrak Support:
Hi All, New Features in Inventory 9.3B • Multiple alerts for items can be set to display in specific functions in a module.Alerts can be disabled or require a user to acknowledge. • New functions for ‘Mark Items Inactive’ and ‘Delete Inactive Items’ have been added. • Bills of Materials now have an Active/Inactive Status. • A new grid search process is available for most grids. • Tax Levies fields have been increased from 15 to 30. • Picking Sequence has been increased from 4 to 1]]> Wed, 30 Apr 2025 06:59:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71660/Re_IN_9_3B_2025_04_08_Service_#Post71660 Posted by Softrak Support:
Hi All, New features & Fixes in IN 9.3B. • The Invoices 9.3B (250319) Service Pack did not correctly set the Creation Date in the file for the A record for the CPA Standard 005 AFT, Credit Union Central of BC and RBC 1464 Pre-authorized Debits File Formats. ]]> Thu, 24 Apr 2025 02:30:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71658/Re_Heads_up_PAD_with_Invoices_#Post71658 Posted by Softrak Support:
This issue has been addressed with the Invoices 9.3B (250408) Service Pack.]]> Wed, 23 Apr 2025 11:03:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71651/Re_AP_9_3C_2025_03_26_Service_#Post71651 Posted by Steve Schwartz:
Would you mind re-writing this, in a more readable format. Specifically, please group together similar points under a heading, for example one called "EFT improvements". Also, double-spacing. It's a real struggle to get through this. And if I'm struggling, and I know that most users would get blown away. Steve]]> Tue, 22 Apr 2025 16:28:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71646/Re_Importing_Donation_Amounts_#Post71646 Posted by Tammy:
Thank you Doug! I will let you know if I need further info. Tam]]> Tue, 22 Apr 2025 11:46:51 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71642/Re_AR_9_3B_2025_03_24_Service_#Post71642 Posted by Softrak Support:
Hi All, New features & Enhancements in AR 9.3B. • For Miscellaneous Cash Receipts, adding a Cash Batch Entry Detail is now defaulting the Default amount from the Distribution code. • Posting Adjustment batches caused an error: You are attempting to open the Credit Card Processors file that is already open, in some cases. • An NSF posted in BankRec for a Job-related Receipt will now flow to JobCost. • Having February 29 as a Fiscal Period Ending Date caused an error: Invalid argument]]> Tue, 22 Apr 2025 10:51:38 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71638/Re_private_Server_is_down#Post71638 Posted by Softrak Support:
Hi Jesse, The service was up and running . We have replied even in the Cloud support ticket #47332. Incase if you have any issues in the future, Please get back to ( cloudsupport@softrak.com )]]> Tue, 22 Apr 2025 07:30:59 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71621/Re_Inactive_bank_accounts#Post71621 Posted by Softrak Support:
Hello Braedon, In Ledger, you can mark the GL accounts as Inactive. Receivables doesn't really have a Bank record. For Payment methods, you can delete the old Payment methods or update them with the new Bank's information. In Payables, there is a suggestion on the wishlist to be able to set a Bank code inactive.]]> Mon, 14 Apr 2025 12:51:16 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71555/Re_FX_9_3B_2025_03_17_Service_#Post71555 Posted by Softrak Support:
Hi All, New features & Fixes in FX 9.3B. • User Preferences now includes ‘Open Reportset List’ in the ‘On start-up’ options. Fixes in Financial Reporter • After an Auto-Retrieve or a Department was deleted, Financial Reporter could not be opened, in some cases. ]]> Thu, 20 Mar 2025 23:59:49 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71552/Re_SR_9_3B_250225_Service_pack#Post71552 Posted by Softrak Support:
Hi All, New features & Fixes in SR 9.3B. • Having February 29 as a Fiscal Period Ending Date caused an error: Invalid argument to date encode, when printing some reports, in some cases. • User Preferences now includes ‘Open Reportset List’ in the ‘On start-up’ options. • For Print Destination: File, the File Format list has been updated to remove outdated formats. The only Format is Excel. • In cases of a multi-tabbed dialog where the DocStore functionality is only available on one]]> Thu, 20 Mar 2025 23:57:22 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71550/Re_CQ_93A_2025_02_19_Service_P#Post71550 Posted by Softrak Support:
Hi All, New features & Fixes in CQ 9.3A. • The Company profile option, 'Suppress Home Country on Forms?' was being ignored. • User Preferences now includes ‘Open Reportset List’ in the ‘On start-up’ options. • For Print Destination: File, the File Format list has been updated to remove outdated formats. The only Format is Excel. • Quotes transferred to Orders did not have the Item Report Group. • Emailing Quotes or Letters to Prospects was not working. • In the Email Queue, the f]]> Thu, 20 Mar 2025 19:00:37 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71548/Re_OE_9_3B_2025_02_17_Service_#Post71548 Posted by Softrak Support:
Hi All, New features & Fixes in OE 9.3B. • Having February 29 as a Fiscal Period Ending Date caused an error: Invalid argument to date encode, when printing some reports, in some cases. • The Company profile option, 'Suppress Home Country on Forms?' was being ignored. • User Preferences now includes ‘Open Reportset List’ in the ‘On start-up’ options. • For Print Destination: File, the File Format list has been updated to remove outdated formats. The only Format is Excel. • New spe]]> Thu, 20 Mar 2025 12:06:23 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71532/Re_IC_9_3B_250310_Dealer_Previ#Post71532 Posted by Softrak Support:
Hi All, New Features in Inventory 9.3B • Multiple alerts for items can be set to display in specific functions in a module.Alerts can be disabled or require a user to acknowledge. • New functions for ‘Mark Items Inactive’ and ‘Delete Inactive Items’ have been added. • Bills of Materials now have an Active/Inactive Status. • There is a new Maintenance function: Write Off Residual Cost. It has 3 options Items With No Quantity, Items With Zero Total Quantity, Items with quantity that wi]]> Tue, 18 Mar 2025 04:29:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71507/Re_AP_INVOICE_NUMBER_CHARECTER#Post71507 Posted by Steve Schwartz:
No, use the last 12 characters. The odds of Softrak increasing the length of that field is close to zero. If you want the vendor to see the full invoice number when you pay them, enter it in the Description field (#1 or #2) and whichever one you decide, print that field on the check advice. Steve]]> Wed, 12 Mar 2025 11:18:12 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71452/Re_Security_groups_in_Adagio_M#Post71452 Posted by Brian Stief:
Hi Vlad, Security Group data is in each module such in AP this would include APSCGR'1, APSCGR'2, APSCGR'R with data extensions. Receivables are ARSCGR'1 etc. Backup or rename the security groups that you want update, and copy in the files of the security groups that you intend to update for each module. Before copying in the files, make sure that your versions of software modules are the same. Best, Brian]]> Mon, 24 Feb 2025 12:53:57 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71436/Re_Invoices_recover_batches#Post71436 Posted by Softrak Support:
Hello Braedon, No, if the status of the batch had been updated in Batch Inquiry to show Posted, you should have been able to use Recover.]]> Tue, 18 Feb 2025 13:48:43 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71420/Re_Phantom_PO_Items#Post71420 Posted by Bruce Gardner:
Jesse: Sounds plausible and I'm buying it! :) ]]> Mon, 10 Feb 2025 06:40:05 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71417/Re_New_Partner_NFR_Codes_Updat#Post71417 Posted by Softrak Support:
Hi All, The new Partner NFR Codes has been updated and it will Expire on Feb-28-2026.]]> Mon, 10 Feb 2025 05:17:40 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71391/Re_Missing_list_of_Banks_for_E#Post71391 Posted by AllanOgilvie:
I left this site for a few hours, then came back to continue troubleshooting this. I was going to run the installation again, but thought I would check the list of EFT Providers, and somehow the list of Banks showed up! Have no idea what happened. I made no changes, other than logging out and logging back in.]]> Wed, 05 Feb 2025 00:25:59 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71388/Re_Backdated_Item_Valuation_re#Post71388 Posted by Softrak Support:
Hello Steve, This won't work. When the report date is backdated, the quantities and costs are calculated. If you trick the program to get the format that you want, the current quantities and costs will be reported instead of the calculated values. ]]> Tue, 04 Feb 2025 12:58:24 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71356/Re_Adagio_Connectors_JDBC#Post71356 Posted by Douglas Dickie:
Carlos How about Exporting your Adagio database to MS SQL. Would that work (sorry but I'm not a programmer)?]]> Mon, 27 Jan 2025 12:19:07 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71346/Re_PO_9_3B_241216_Service_Pack#Post71346 Posted by Softrak Support:
Hi All, New features & Fixes in PO 9.3B. Compatibility with Inventory 9.3B. Sundry Items are now formatted properly in the Item Finder, Sundry item field. In Document Entry, the Item Information display for Current/Open Orders no longer includes Standing Orders. In Document Entry, the Item Information display for Current/Open POs no longer includes Standing Orders. Inactive Ledger Accounts are now checked for in Document Line Details. When 'Allow Over Receipts' was not enabl]]> Thu, 23 Jan 2025 05:14:24 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71338/Re_JC_cost_batches_not_retriev#Post71338 Posted by Samuel Kopstick:
It is nice to see that end-users are searching and using the Forum. All is good now - we applied the fix for the company. Thanks again for your input, Dan.]]> Tue, 21 Jan 2025 11:11:31 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71326/Re_JC_Job_Cost_Phases_amp_Cate#Post71326 Posted by Michael_Arbeau:
Hi Steve. That is an excellent idea! We will take your suggestion. Thank you very much. :-)]]> Mon, 20 Jan 2025 08:29:43 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71281/Re_SR_9_3B_241211_Service_pack#Post71281 Posted by Softrak Support:
Hi All, New features & Fixes in SR 9.3B. Compatibility with Inventory 9.3B. Adagio Sales Analysis now respects the Group Security settings for Item Notes within Adagio Inventory. If an Inventory user does have access to Edit Item Notes, the Sales Analysis user will also be able to edit Item Notes while viewing Item records. Custom Reports with sub-reports could not be printed. This error was received : The table could not be found. Custom Reports that used the Crystal report ]]> Tue, 24 Dec 2024 04:31:12 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71261/Re_CQ_93A_2024_12_03_Service_P#Post71261 Posted by Softrak Support:
Hi All, New features & Fixes in CQ 9.3A. Compatibility with Inventory 9.3B. With Inventory 9.3B, Edit Items has a Minimum Qty field. This field will be checked in SalesCQ if the option: ‘Respect I/C Minimum Quantity’ has been selected in the Company Profile. In Quote Entry, if the Items ordered are beneath the Minimum Quantity, an Error message will appear. When a Quote is transferred to OrderEntry, the Minimum Quantity will be checked if the option: ‘Respect I/C Minimum Quantity’]]> Fri, 13 Dec 2024 03:36:11 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71230/Re_Purchase_Orders_duplicated_#Post71230 Posted by Softrak Support:
Hello Patricia, This suggestion is on the wishlist for a future release.]]> Thu, 05 Dec 2024 09:50:02 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71221/Re_Cheque_and_Invoice_Reversal#Post71221 Posted by Michael_Arbeau:
Hi Patricia, Appreciate your quick response. The cheques were processed as payments in Manual Checks. I will have to reverse the cheques and adjust the invoices individually. Thank you for your tip on reversing manual cheques with cash invoices option. This is good information. :-)]]> Wed, 04 Dec 2024 10:43:30 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71218/Re_OE_9_3B_2024_11_26_Service_#Post71218 Posted by Softrak Support:
New features & Fixes in OE 9.3B. Compatibility with Inventory 9.3B. With Inventory 9.3B there is a new Company Profile, Processing Options tab, Detail option: ‘Respect I/C minimum quantity’. If this option is selected, the Item’s ‘Minimum Qty’ will be checked in Document entry and posting. If "Format address?" is not selected for Customer, Bill To or Ship To Address, Printing documents will include the Country field in a Compressed or Formatted Address. Invoice Favorites for Print I]]> Wed, 04 Dec 2024 03:02:48 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71189/Re_IN_9_3B_2024_11_04_Service_#Post71189 Posted by Softrak Support:
Hi All, New features & Fixes in IN 9.3B. Compatibility with Inventory 9.3B With Inventory 9.3B there is a new Company Profile, Processing Options tab, Detail option: ‘Respect I/C minimum quantity’. If this option is selected, the Item’s ‘Minimum Qty’ will be the quantity default in Document entry. If the Items ordered are beneath the Minimum Quantity, an Error message will appear. Posting will fail if the quantity is below the Minimum Quantity. Running Update Archive Batches to up]]> Wed, 20 Nov 2024 06:11:47 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71179/Re_Possible_to_Automate_Previo#Post71179 Posted by Jesse_Gilbert:
Thank you support. They do not have console (yet).]]> Wed, 13 Nov 2024 05:27:21 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71177/Re_Hide_quot_Auto_Reverse_Batc#Post71177 Posted by Softrak Support:
Hello Sheldon, No, there is no way to hide/disable this option. I have added a suggestion to the wishlist for a future release.]]> Tue, 12 Nov 2024 09:12:01 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71140/Re_Financial_Reporter_locks_th#Post71140 Posted by Bruce Gardner:
Samuel: Yes, Adagio Cloud also makes it harder to automate a process to copy the GL files. Adding the FX module would be $80/month (includes GridView) so not cheap. But if they are a NFP with multiple managers looking at reports, FX does give the advantage of creating subsets to match the managers' programs.]]> Fri, 01 Nov 2024 09:37:37 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71088/Re_Attachments_Deleting_From_O#Post71088 Posted by ITSS:
That was it, thanks!]]> Wed, 16 Oct 2024 10:59:07 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71061/Re_Bar_Codes#Post71061 Posted by Bruce Gardner:
Hello: If you are using the Dictionary Exporter to create the dictionary in Excel, select "Adagio Common Files 9.2A". The Module name in GridView is the same.]]> Tue, 01 Oct 2024 15:51:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71059/Re_Accessibility_Colour_Color_#Post71059 Posted by Jesse_Gilbert:
Thank you support.]]> Tue, 01 Oct 2024 13:44:53 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71017/Re_Cannot_print_after_migratio#Post71017 Posted by AllanOgilvie:
I installed Adagio on Azure server from an Azure Virtual Desktop, same as I would with an onsite server and remote desktop server. I have Adagio working, but cannot print or print preview. This issue seems to be around Crystal and/or ODBC connection to the report tables. I did get it to print preview if I run as admin on the application program (GL, AP, AR), so the issue is permissions. Other than the Softrak folder, where the programs and data reside, I need to find other folders that nee]]> Mon, 23 Sep 2024 07:03:00 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70995/Re_Adagio_install_hangs_at_Dow#Post70995 Posted by AllanOgilvie:
Adagio install hangs at 'Downloading Nova PDF'. Cannot print any Adagio report. I worked with network tech. We logged in as the domain admin. I uninstalled AdagioPDF, AdagioV3PDF and AP on both the new server and the workstation, and renamed the existing folders. We confirmed that there were no AV, firewalls or DNS filtering enabled. There was nothing to block the installation. I did a clean install on the workstation running the install file from the server. The installation hangs at the poi]]> Tue, 17 Sep 2024 05:34:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70992/Re_FX_93B_2024_09_11_Service_P#Post70992 Posted by Softrak Support:
Hi All, Enhancements & Revisions in FX 9.3B. For DocStore related data. For newly created FX datasets that are not in the same location as the Ledger and DocStore data, the first retrieve from Ledger did not capture all of the DocLinks.]]> Tue, 17 Sep 2024 04:37:16 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70965/Re_PO_9_3B_240909_Service_Pack#Post70965 Posted by Softrak Support:
Hi All, New features & Fixes in PO 9.3B. •The Default Ship Via set in Entry Templates could not be set to blank once it had been updated. •If Fractional Quantities are not used, the display for decimals has been corrected in Item Purchases and Purchase History Inquiry, the Document Entry detail list and the Item Information displays. •The file for Item Transaction Inquiry for Historical records for the Item Purchases and Item Purchase History Inquiries has been updated to store and di]]> Wed, 11 Sep 2024 08:17:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70950/Re_Gridview___Help_to_Concaten#Post70950 Posted by Steve Schwartz:
I specifically wrote to use YEARL not YEAR. Then you wouldn’t have needed to do the extra work. Steve]]> Sun, 25 Aug 2024 02:19:24 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70949/Re_How_to_close_Active_Users#Post70949 Posted by chinmook:
Thanks Brian.. I do have some admin rights, which I use as you have indicated to (Ensure No Active Users are Log In and working). Wrote this Batch File to clear the ADAGIO Ghosts, For Countersales I use the ADMIN Tool provided. I pause to ensure no errors etc. : >> cd data del ezsemads.pwl /F /Q pause Regards Edward ]]> Sat, 24 Aug 2024 22:44:39 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70939/Re_BR_Which_format_to_use_for_#Post70939 Posted by Softrak Support:
Hello Sam, Yes, confirm with the bank. The format depends on where the payments are going. Payables has formats for the RBC 152 character format for Canada to Canada in CAD or USD as well as the RBC ACH094 Credit PDS format. ]]> Thu, 22 Aug 2024 07:18:59 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70929/Re_GL_listings#Post70929 Posted by Steve Schwartz:
Hi Braedon Bruce’s answer is correct but I want to add a couple of points… If you are using Adagio JobCost, the answer is more complicated. It is possible (for your dealer) to retroactively replace Description 1 or Description 2 with the vendor name, using a tool called Adagio GridView ReadWrite. Steve]]> Sat, 17 Aug 2024 02:03:47 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70926/Re_Error_Message_Ledger_V9_3B_#Post70926 Posted by Softrak Support:
Hello Carol, No, there have been no changes in Adagio. I had another client tell me that they had isolated the issue to the Kyocera KX driver. He said: I tried using Kyocera PCL Universal driver (older date release version not the latest version) and that works with Adagio Preview or Print.]]> Wed, 14 Aug 2024 10:38:56 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70912/Re_Accounting_Date_in_JobCosti#Post70912 Posted by Samuel Kopstick:
That's what we need to do. Okay, I see that only if the Receivables has this option selected, does it appear in the Invoices options.]]> Mon, 12 Aug 2024 13:08:54 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70906/Re_Prior_Month_Bank_Rec_Edit#Post70906 Posted by Bruce Gardner:
Braedon: That sounds like a normal reconciliation process. It might be a good time to ask your Adagio consultant for some assistance to complete that reconciliation.]]> Wed, 07 Aug 2024 19:24:53 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70882/Re_FX_unwanted_page_breaks#Post70882 Posted by Softrak Support:
Hello Patricia, This has been fixed in the FX 9.3B (2024.07.17) Service Pack just released.]]> Tue, 23 Jul 2024 11:05:44 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70852/Re_Email_Covers#Post70852 Posted by Douglas Dickie:
PrintBoss]]> Fri, 12 Jul 2024 13:46:36 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70842/Re_Adagio_Hangs#Post70842 Posted by KGullins:
Hi Brian, I had similar issues with a few of our clients. The attached PDF was shared with the IT guys, who were then able to correct the problem. Please let me know if this helps or your require further information. Best regards, p.s. Also hope you are enjoying retirement.]]> Tue, 09 Jul 2024 13:45:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70827/Re_DS_93A_2024_06_24_Service_P#Post70827 Posted by Softrak Support:
Hi All, New features & Fixes in DS 9.3A. 1) When attaching the same word document for a second time, whether using the paper clip or drag and drop, a copy was printed to the printer. 2) Multi-select is now working properly when browsing for PDFs. 3) When integrated with Adagio DocStore, dragging an Outlook email as an attachment correctly saves the created PDF to the appropriate DocStorage folder, instead of the user Windows temp folder. 4) There is better support for hig]]> Mon, 01 Jul 2024 03:07:54 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70820/Re_JobCost_9_2A_and_the_Accoun#Post70820 Posted by Softrak Support:
Hello Steve, Accounting Date is supported in the JobCost 93A (2024.04.29) Upgrade.]]> Thu, 27 Jun 2024 09:25:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70819/Re_Job_Cost_Billing_Worksheet_#Post70819 Posted by Softrak Support:
Hello Patricia, This was fixed in the JobCost 93A (2024.04.29) Upgrade.]]> Thu, 27 Jun 2024 09:10:57 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70756/Re_AJ_9_3A_240429_Official_Upg#Post70756 Posted by Softrak Support:
Hi All, New features in AJ 9.3A. • Batch Status Inquiry can now print Batch Listings and Posting Journals. • Transactions now support an Accounting Date separate from the Document Date. • Adagio JobCost now integrates with Adagio DocStore. • A new grid search process is available to use for most grids. • AdagioV3PDF is installed for printing documents and reports to PDF. • Information button in Job Inquiry for Outstanding Purchase Orders included in the Outstand]]> Mon, 03 Jun 2024 03:27:07 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70755/Re_JobCost_9_2A_Cost_Batch_ent#Post70755 Posted by Softrak Support:
Hello Steve, A new option to control the validation in JobCost Entry has been added in the JobCost 9.3A (2024.04.29) Upgrade just released. From the release notes: There is a new Company Profile option on the Options tab under Data Entry Options, ‘Verify J-P-C for Simple Cost Tracking’. If this option is selected, new batch entries and timecards will require valid estimates in Batch or Timecard Entry and Import.]]> Fri, 31 May 2024 12:36:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70744/Re_Posting_Date_vs_Accounting_#Post70744 Posted by Softrak Support:
Hello Sam, If the same optional date field is defined in Invoices and SalesAnalysis, you will be able to set it on the SA Opt. Fields tab, in Send to SalesAnalysis Header Optional Fields. ]]> Fri, 24 May 2024 08:31:39 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70683/Re_FX_93B_2024_04_16_Service_P#Post70683 Posted by Softrak Support:
Hi All, New features & Fixes in FX 9.3B. • Custom Reports that used the Crystal report option to Hide a detail section, which permits drill down, did not work properly. • The SSI2XL.DLL and SSI2XL64.DLL have been updated to 1.12.26.577 to correct a problem in Ledger and FX with printing Report Sets that contain Statement Groups to PDF. With earlier versions, either the Report log would show that the ‘Print Failed’ with an ‘Initialization error: 1000’ or there would be no]]> Tue, 23 Apr 2024 23:57:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70654/Re_Emailing_through_outlook#Post70654 Posted by Patricia B.:
Just in case somebody is having emailing issues. I just had client called with emailing through outlook was not working. She had the new Outlook version and you cannot see an outbox folder. IT guy was handy and he switched it to the old version and then email started working again. There is a switch to change the Outlook view. ]]> Tue, 02 Apr 2024 12:22:33 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70639/Re_PO_9_3B_2024_03_20_Service_#Post70639 Posted by Softrak Support:
Hi All, New features & Fixes in PO 9.3B. • In Multicurrency datasets, editing a Document and using Propagate Changes to change the vendor from a Source Currency Vendor to a Home Currency Vendor was not updating the document details for the Currency and the Home Equivalent amounts. Data Integrity Check has also been updated to detect this error. • In document entry, if the selling unit of measure did not match the costing unit of measure, the detail Item cost was not properly recalc]]> Wed, 27 Mar 2024 03:32:11 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70632/Re_PO_Multi_currency_question#Post70632 Posted by Douglas Dickie:
Steve: WMS uses PO's Receipt import process, which cannot manage multiple vendors. So unfortunately, after spending some time looking for a solution to this problem the only solution I could come up with is to manually process the PO receipts.]]> Tue, 19 Mar 2024 11:59:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70616/Re_CQ_93A_2024_03_06_Service_P#Post70616 Posted by Softrak Support:
Hi All, New features & Fixes in CQ 9.3A. • Spell Check (F7) was not working properly in Edit Prospects or Edit Quotes for Notes and Additional Comments. • Salespersons and Sales Managers with leading zeros were having the zero trimmed, in some cases. This was a problem in printing some Transaction and Analysis reports. • When Quotes were transferred to OrderEntry with the option to ‘Transfer Attached Documents’ where not all Quotes had attachments, the sequence of Quotes transferred ]]> Mon, 11 Mar 2024 11:47:21 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70601/Re_A_R_Change_cash_allocation#Post70601 Posted by JeanB:
That was stupidly easy... I'm embarrassed I even had to ask the question. :D Thanks so much Steve!!!]]> Tue, 05 Mar 2024 17:09:45 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70573/Re_OE_9_3B_2024_02_19_Service_#Post70573 Posted by Softrak Support:
Hi All, New features & Fixes in OE 9.3B. • Salespersons with leading zeros were having the zero trimmed, in some cases. This was a problem in Auto-Invoice Orders, Print Forms and Printing some Transaction reports. • In Order Entry, Quantity Shipped was not defaulting properly from Quantity Ordered when Company Profile, Processing options, Detail Option 'Quantity Shipped on Orders' was not selected. • Using Barcodes to add a new item to an Order was incrementing the quantity order]]> Tue, 27 Feb 2024 08:09:26 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70565/Re_Workstation_asking_for_S_N_#Post70565 Posted by Softrak Support:
Hello Sam, There is nothing hidden. The serial number is in the Program INI file. If this workstation is using the same programs as the other workstations, are you sure the User has the appropriate rights?]]> Thu, 22 Feb 2024 10:23:51 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70535/Re_Year_End_Process_A_R#Post70535 Posted by Steve Schwartz:
If you are asking about the statistics, yes, it will. The best way around that is to use Toolkit for Adagio, a third-party product by Dakota Software, to recalculate the statistics. Or, you can manually enter the statistics, if you have very few customers. Steve ]]> Fri, 09 Feb 2024 10:13:40 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70514/Re_IN_9_3B_2024_01_10_Service_#Post70514 Posted by Softrak Support:
Hi All, New features & Fixes in IN 9.3B. • Data Integrity Check was reporting a false message, ’-‘ is not a valid integer value, while searching for Orphaned Batch files if there were Specification files with long names, in some cases. • If the Customer code was invalid in Open or Archive Batches, DataCare did not did not report the problem properly. updated dcf@i93b.dll & SSIIDENTF.DLL • The Country list that will be normalized when 'North American Address?' is selected has bee]]> Thu, 25 Jan 2024 01:10:48 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70488/Re_Extended_Characters_Overrid#Post70488 Posted by Brian Stief:
Thanks, Russel. We'll look at. Brian]]> Thu, 11 Jan 2024 13:47:07 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70480/Re_quot_Access_violation_quot_#Post70480 Posted by Patricia B.:
Samuel: I recall a similar issue sometime ago when an Excel update caused the Excel direct button to fail. Then on the next update, it just was just fixed automatically. Check if that computer requires Office updates. ]]> Wed, 10 Jan 2024 08:43:04 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70463/Re_Receivables_9_1A_Writeoffs#Post70463 Posted by Softrak Support:
Hello Steve, There have been changes for Job related write offs in the Receivables 9.3B (2023.12.18) Service Pack just released.]]> Thu, 21 Dec 2023 11:42:48 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70460/Re_Clear_Transaction_in_Receiv#Post70460 Posted by Softrak Support:
Hello Patricia, This has been fixed in the Receivables 9.3B (2023.12.18) Service Pack just released.]]> Thu, 21 Dec 2023 11:31:53 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70439/Re_AP_9_3C_231130_Service_pack#Post70439 Posted by Softrak Support:
Hi All, New features & Fixes in AP 9.3C. • Payables has been updated to send additional information to JobCost 9.3A including Doc Link and Accounting Date. • For JobCost 93A: the Company Profile, Integration tab has an additional Send to A/J desc. 2 field. • When Manual Checks Batches were imported, Payee Addresses were not being defaulted properly from the vendor. • If 'North American Address?' is selected, the states for Mexico will be normalized to the 2 character state. ]]> Wed, 13 Dec 2023 00:02:44 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70437/Re_SR_9_3B_231129_Service_pack#Post70437 Posted by Softrak Support:
Hi All, New features & Fixes in SR 9.3B. • Standard Reports were including details when they should have printed in Summary. ]]> Wed, 13 Dec 2023 00:00:31 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70433/Re_A_P_Manual_Check_Data_Entry#Post70433 Posted by Softrak Support:
Hello, This has been fixed in the Payables 9.3C (2023.11.30) Service Pack just released.]]> Tue, 12 Dec 2023 10:39:18 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70404/Re_A_P_going_paperless#Post70404 Posted by JeanB:
Great, thank you. I'll look into this more. ]]> Thu, 30 Nov 2023 13:05:11 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70397/Re_A_P_Period_End#Post70397 Posted by Steve Schwartz:
Hi Jean I guess the answer to your question is that basic Adagio doesn't normally deal with fixing screwups, so Toolkit fills in where Adagio leaves off. Of course Adagio COULD do that, but the history of Adagio is that it is the successor software to ACCPAC Plus from the 80's and 90's, and that program also used a third-party add-on to fix screwups. I've never heard of Dakota selling directly to end users. You must be special. Steve]]> Tue, 28 Nov 2023 12:26:59 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70394/Re_Editing_Order_Header_Locati#Post70394 Posted by erin p:
GREAT! Thank you!]]> Tue, 28 Nov 2023 08:50:30 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70376/Re_JobCost_Archived_Jobs#Post70376 Posted by Bob Wisener:
The Archive button is only controlled by the 'retain history' company profile option. The Restore button is enabled if you have menu level access to Edit Jobs and Edit Estimates.]]> Mon, 20 Nov 2023 00:12:10 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70372/Re_Ledger_crashes_on_print#Post70372 Posted by Softrak Support:
Hello Garry, Yes, the same advice applies. Ledger 9.3B (23.02.01) or later must be installed for current versions of Windows.]]> Fri, 17 Nov 2023 09:56:50 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70367/Re_GL_9_3B_2023_11_09_Service_#Post70367 Posted by Softrak Support:
Hi All, New features & Fixes in GL 9.3B. • When the Security Group restricted access to Maintain Financial Reports, after opening Print Financial Statements, Maintain Financial Reports became available. • If the Company Profile is set to use “North American Address?, Import Projects will validate State/Province. If Country is imported, it will also be validated. • If 'North American Address?' is selected, the states for Mexico will be normalized to the 2 character state. • The Count]]> Fri, 17 Nov 2023 03:41:36 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70365/Re_IC_9_3A_2023_11_07_Service_#Post70365 Posted by Softrak Support:
Hi All, New features & Fixes in IC 9.3A. • If the option 'Auto-add detail?' is selected in User Preferences, the Quantity fields in Receipt entry will default to 1 to work with Barcodes. • When the RMA Add-on is present, Qty on RMA will be displayed in Item Inquiry with Sales and Cost on the Quantities tab. • With JobCost 9.3A, Shipments will send Doc Links to the JobCost retrieval batch from Inventory. • The ExcelDirect export button has been included with the following grids: - ]]> Fri, 17 Nov 2023 03:40:29 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70363/Re_BR_93A_2023_11_06_Service_P#Post70363 Posted by Softrak Support:
Hi All, New features & Fixes in BR 9.3A. • If a BankRec Payment entry had multiple details and the Cash Invoice number was identical except for the case, not all of the details went to the Payables Manual Check Batch. • Multi-selecting and emailing Receipts sent from an open batch, from the email queue, caused an "Attempting to perform operation on unopened Batch Header file” error message. This fix will only work for new emails sent to the email queue. • If 'Consolidate Bank Tr]]> Fri, 17 Nov 2023 03:39:29 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70361/Re_IC_ExcelDirect_request#Post70361 Posted by Softrak Support:
Hello Steve, We included this change with the Inventory 9.3A (2023.11.07) Service Pack.]]> Thu, 16 Nov 2023 10:38:57 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70358/Re_Item_s_vendors_display_the_#Post70358 Posted by Softrak Support:
Hello Steve, The Item Description field is information, it is not used for any other purpose in PO/OE or CQ. At this time, there is no better way to see the name. There are suggestions on the wishlist. ]]> Thu, 16 Nov 2023 09:17:31 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70325/Re_GL_Account_Import#Post70325 Posted by Wendell Friesen:
Thank you all for the good pointers. I ended up taking the data to my laptop and re exporting the account to CSV and then importing that file. This time it worked! Not sure what the issue was but seems good now.]]> Mon, 06 Nov 2023 12:38:35 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70313/Re_Multicurrency_Working_with_#Post70313 Posted by Samuel Kopstick:
Lauren: Thank you for your advice. I also gave this some thought and figured we can still make the transactions, albeit not in one entry. I in fact tried this earlier this morning, and figured out that this is the work-around: We perform a BR transfer between the USD and CAD banks, and then between the CAD and CHF banks. If we are careful with the rates, we can ensure that the transfer in & out of the CAD bank will net to $0.00. And in the end, the USD funds will have been transferred to]]> Wed, 01 Nov 2023 10:16:42 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70289/Re_A_P_automate_gst#Post70289 Posted by JeanB:
Thank you, I appreciate the direction.]]> Wed, 18 Oct 2023 14:40:52 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70265/Re_Updated_SSIINFO_DLL_for_Ada#Post70265 Posted by Softrak Support:
Hi All, The Consultant information that is displayed in Adagio from the Help - About, Consultants Tab has been updated. It required a change in a System file and that updated file is being shipped with all of our new releases. It is included in the Payables 9.3C, OrderEntry 9.3B and PurchaseOrders 9.3B Hot Fixes released in September. The updated file is the SSIINFO.DLL.]]> Thu, 12 Oct 2023 08:11:53 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70255/Re_ACCOUNTGROUP_and_Dept_List_#Post70255 Posted by Wendell Friesen:
That doesn't work. My ACCOUNTGROUP statement references the name of the the group and I have accounts dragged in to that group. Adadio comes up with a list separated by commas. My work around is to copy the range from the properties of the ACCOUNTGROUP and add -` to every account or range. Very tedious and will need to be maintained if I add any more accounts to the group. There must be a better way.]]> Thu, 05 Oct 2023 11:02:20 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70244/Re_Base_Price_Sale_Price_updat#Post70244 Posted by Steve Schwartz:
Hi Steph As I replied to your last post on the forum, this is a question best directed to your Adagio consultant first. To answer your question, there is a setting in PO Company Profile, under the Integration tab - "Update base price on entry". I'll bet it's set to Auto and it should not be. The reason you need to work with your consultant is that I can tell from the question that there are other issues with your Adagio setup that should be addressed. For example, there is no reason wha]]> Wed, 04 Oct 2023 12:48:06 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70209/Re_Order_Entry_9_3B_230809_Sty#Post70209 Posted by MarlonSG:
Changing the priority did it. Thank you! Marlon Asuncion]]> Wed, 20 Sep 2023 22:23:45 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70208/Re_Destination_Selection_Error#Post70208 Posted by Patricia B.:
We usually map the drive on a batch file or the command line Run as Administrator (using NET USE). Even though UNC paths work too, the system is slower than running on mapped drives. If this didn't happen before might be because the mapped drive was already mapped for the Administrator or the IT has changed the drive mapping to Group Policy. ]]> Wed, 20 Sep 2023 08:43:27 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70186/Re_Invoices_9_3B_change#Post70186 Posted by Softrak Support:
Hello Steve, No, there is no way to Move a batch if the Security Group does not allow batches to be deleted. The Delete in the Entry Templates does not behave the same way as Payables and Receivables. Because there is a separate Security option that controls whether batches can be deleted, the Delete in the Entry Templates controls whether the Delete button appears for the Item Details on the documents.]]> Wed, 13 Sep 2023 09:41:11 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70141/Re_Cost_History_Correction#Post70141 Posted by Steph:
Hello Steve, Thank you for your reply I'll see what we can get out of our consultant and hopefully we will be able to solve the issue soon. Thank you again for your help! ]]> Thu, 07 Sep 2023 09:43:03 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70098/Re_AR_and_Invoices_Upgrade_Loo#Post70098 Posted by Softrak Support:
Hello Carol, Yes, I have seen this when there is a large jump from old version numbers. I usually do the conversion in steps to get around it. ]]> Tue, 29 Aug 2023 11:38:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70069/Re_Kicked_out_when_trying_to_p#Post70069 Posted by Softrak Support:
Hello Marshal, You haven't said which version of Time&Billing you are using. If you have current Windows updates, you need to be using the latest Service Pack: Time&Billing 9.2A (230502). If you are using Receivables 9.3B, you need: (230215).]]> Mon, 21 Aug 2023 08:11:11 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70062/Re_Feature_Request_Cancel_Impo#Post70062 Posted by Retired_Guy:
I would certainly want the ability to import an out of balance batch so that I could fix the out of balance condition in Ledger.]]> Sat, 19 Aug 2023 13:48:35 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70041/Re_Portable_label_maker_recomm#Post70041 Posted by Terry Pennock:
Hi Steve, https://www.amazon.com/dp/B09WZBQWN1?pd_rd_i=B09WZBQWN1&pf_rd_p=6cfa532e-9c8f-48d2-87a3-a61547a0d356&pf_rd_r=1Y1PK3EMRRAJW31NH7X7&pd_rd_wg=XkRFl&pd_rd_w=CIbAc&pd_rd_r=64adca23-1a8b-4c38-bcea-7261340e0d36&th=1 Here is a link to devices that might do what you want. M210 or M211 would be my choice depending on the barcode required. M210 looks like the simplest.]]> Mon, 14 Aug 2023 22:09:56 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70031/Re_OE_9_3B_2023_08_09_Service_#Post70031 Posted by Softrak Support:
Hi All, New features & Fixes in OE 9.3B. • Sales Prices were not being picked up properly from Inventory items.]]> Thu, 10 Aug 2023 06:20:08 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70029/Re_IN_9_3B_2023_08_07_Service_#Post70029 Posted by Softrak Support:
Hi All, New features & Fixes in IN 9.3B. • The Address update was overwriting Custom addresses even when the option to 'Exclude custom shipto address on update?' was selected. • Importing Optional Date fields using any Type except ASCII -YYYYMMDD did not update the Optional field properly. • Update Archive Batches was not updating ShipTo information properly. • For Adagio Payments, there is a new Pre-authorized debits file format: TD 80 Byte.]]> Thu, 10 Aug 2023 04:48:12 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69993/Re_FR_inserting_rows#Post69993 Posted by JeanB:
So for each cell reference I would first need to name the cell, and then use those names in the QUERYSHEET formula? So two steps? Is this in the Financial Reporter webinar? If so can you tell me whereabouts in the video... if it's not I'll need better instructions. :)_ ]]> Thu, 27 Jul 2023 11:26:24 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69989/Re_Excel_Table_Style_Change#Post69989 Posted by Softrak Support:
Hello Hugh, There is some advice on disabling the table in the General Operations Tech Tip for: Working with ExcelDirect. Setting a default table style would have to be done in Excel. ]]> Wed, 26 Jul 2023 07:06:52 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69967/Re_Purchase_Order_Label_Specif#Post69967 Posted by chinmook:
Dear Team, I have designed my label to print Purchase Order Receipts, and all is printing OK on letter size (11 x 8 1/2) however my label fits on 1/2 side of paper so other half wasted, how can I get the labels to print in columns format to utilize other side of paper. I now print 11 Down so I would get 22 Labels per page ? Help .. Edward]]> Thu, 20 Jul 2023 09:21:30 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69940/Re_Gridview_summary_subtotals_#Post69940 Posted by Steve Schwartz:
Hi Allan Take a look at how Summary Filters work. I have a feeling they will solve your issue. I have to admit they are tricky to use - I have to read the help every time I try. Steve]]> Tue, 11 Jul 2023 15:01:11 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69927/Re_Sales_Analysis_Set_Paid_Ind#Post69927 Posted by Softrak Support:
Hello Brian, SalesAnalysis 9.3B (2023.06.16) has some changes to the Set Paid Indicator: The ‘Set Invoice Paid Indicator’ Utility has been updated. If a Paid Invoice is adjusted to reduce the ‘Current amount’ to less than zero, the ‘Invoice Paid?’ status is no longer reset to ‘Unpaid’. Negative Invoices and Credit notes that are Paid and then are adjusted to increase the ‘Current amount’ to above zero are also left unadjusted.]]> Fri, 07 Jul 2023 13:02:54 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69918/Re_SR_9_3B_230616_Official_Upg#Post69918 Posted by Softrak Support:
Hi All, New features in SR 9.3B. • In Edit Sales Data, multi-segment Inventory or OrderEntry Price List Items are displayed with the item format in the Detail List and from the Find function. • 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. When a grid that supports the Grid Search feature has focus, a hint will appear at the left in ]]> Fri, 07 Jul 2023 04:42:18 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69894/Re_DIC_errors_Ophan_open_docum#Post69894 Posted by Softrak Support:
Hello Patricia, This is fixed in the Payables 93C (230331) Hot Fix and later releases.]]> Wed, 21 Jun 2023 12:32:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69878/Re_OE_9_3B_2023_06_07_Service_#Post69878 Posted by Softrak Support:
Hi All, New features & Fixes in OE 9.3B. • For Form Printing, if item Specification codes were used with the Numbers option: Use field's currency format disabled, the amount was rounded to the nearest dollar, in some cases. • If the Company Profile is set to use “North American Address?, Import Orders and Update Orders will validate State/Province. If Country is imported, it will also be validated. • The View Detail in History did not properly display Fractional Quantities for Invoic]]> Thu, 15 Jun 2023 08:17:05 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69849/Re_Refund_Payment_to_a_Custome#Post69849 Posted by Samuel Kopstick:
Sounds good. I will try it first in sample company. Thank you Patricia & Softrak Support (Alias: Terry)]]> Fri, 02 Jun 2023 12:28:52 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69841/Re_Crediting_Cost_on_a_Credit_#Post69841 Posted by Softrak Support:
Hello Steph, The message isn’t related to the problem you are having. If the Invoice hasn’t been dayended, the item cost hasn’t been calculated yet. When you view it, you are seeing the estimated cost. If you credit the Invoice before it is dayended, the message is telling you that the cost for the credited items will be a reversal of the cost from the Invoice items. When Dayend is run, the Invoice will be processed before the Credit Note. For a Credit Note to return items to Invento]]> Thu, 01 Jun 2023 07:23:46 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69835/Re_Outstanding_PO_reports_filt#Post69835 Posted by Softrak Support:
Hello Patricia, This has been fixed in the PurchaseOrders 9.3B (2023.05.30) Hot Fix.]]> Tue, 30 May 2023 10:33:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69822/Re_GL_9_3B_2023_05_18_Service_#Post69822 Posted by Softrak Support:
Hi All, New features & Fixes in GL 9.3B. • The SSI2XL.DLL and SSI2XL64.DLL have been updated to 1.12.26.577 to correct a problem in Ledger and FX with printing Report Sets that contain Statement Groups to PDF. With earlier versions, either the Report log would show that the ‘Print Failed’ with an ‘Initialization error: 1000’ or there would be no PDF created and no message in the Report Log. • In Import, the On Start Up option: Process Imports, is working for Projects, Account Projects]]> Wed, 24 May 2023 04:41:42 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69820/Re_SYSUPDATER_230518_Released#Post69820 Posted by Softrak Support:
Hi All, The System Updater corrects the following problems: 1. Corrects issues emailing in Adagio using Direct method to Office365 where an error regarding an invalid TLS version may have been received or may have randomly caused a few emails from a group to not be sent correctly. Installs SSIMAIL.dll 2.2.0.5 to force TLS1.2 Installs and requires Libeay32.dll 1.0.2.14 and Ssleay32.dll 1.0.2.14. 2. FX was not displaying the linked documents properly when there were associated DocLi]]> Wed, 24 May 2023 04:39:54 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69815/Re_Automated_Dept_Import#Post69815 Posted by Softrak Support:
Hello Patricia, This has been fixed in the Adagio Ledger 9.3B (2023.05.18) Service Pack just released. ]]> Tue, 23 May 2023 11:59:01 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69789/Re_Limited_Financial_Reporter_#Post69789 Posted by Softrak Support:
Hello Patricia, I have updated the wishlist! ]]> Tue, 16 May 2023 12:47:30 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69741/Re_TB_printing_reports#Post69741 Posted by Softrak Support:
Hello Luc, The Time&Billing 9.2A (2023.05.02) Service Pack has been released.]]> Mon, 08 May 2023 10:54:31 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69740/Re_Gridview_Drop_Down_Selectio#Post69740 Posted by chinmook:
Hi Steve and Samuel, Thanks for the guidance, I will take another look at the GV Workspace. Regards Edward]]> Sun, 07 May 2023 19:10:36 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69732/Re_TM_92A_2023_05_02_Service_P#Post69732 Posted by Softrak Support:
Hi All, New features & Fixes in TM 9.2A. • Import Dockets now gives a validation error when an optional field that requires a non-blank value, but not verified against a pre-defined list, has a blank value in the import file. • Importing with Field offset was trimming the import field on the right instead of the left. • Billing batch was attempting to bill same Work-in-process line twice on the same bill. This is now checked for during posting and the bill will be written to a er]]> Fri, 05 May 2023 06:20:54 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69692/Re_OE_93A_2023_04_04_Service_P#Post69692 Posted by Softrak Support:
Hi All, New features & Fixes in OE 9.3A. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases.]]> Thu, 27 Apr 2023 08:41:05 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69690/Re_JC_92A_2023_04_18_Service_P#Post69690 Posted by Softrak Support:
Hi All, New features & Fixes in JC 9.2A. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. ]]> Thu, 27 Apr 2023 08:40:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69688/Re_MC_92B_2023_04_05_Service_P#Post69688 Posted by Softrak Support:
Hi All, New features & Fixes in MC 9.2B. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases.]]> Thu, 27 Apr 2023 08:39:20 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69621/Re_Beware_of_Windows_11_Update#Post69621 Posted by Bruce Gardner:
Support: Thank you for including Order Entry 9.3A in your plans.]]> Thu, 20 Apr 2023 15:09:44 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69616/Re_SR_93A_2023_04_03_Service_P#Post69616 Posted by Softrak Support:
Hi All, New features & Fixes in SR 9.3A. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. ]]> Thu, 20 Apr 2023 07:45:36 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69572/Re_Sales_CQ_V9_3A_Ignores_Ship#Post69572 Posted by Softrak Support:
Hello JWH, This change was included in the SalesCQ 9.3A (2023.03.22) Service Pack just released.]]> Tue, 11 Apr 2023 09:10:18 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69570/Re_CQ_93A_2023_03_22_Service_P#Post69570 Posted by Softrak Support:
Hi All, New features & Fixes in CQ 9.3A. • Quotes emailed using an Email Send to of Ship to or Customer were incorrectly being sent to the Billing email address. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. ]]> Tue, 11 Apr 2023 08:30:08 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69568/Re_FX_93B_2023_03_21_Service_P#Post69568 Posted by Softrak Support:
Hi All, New features & Fixes in FX 9.3B. • If View Transaction Budgets is set to ‘Sort by Department’, ‘View Account Transactions’ and ‘View Account Budget History’ did not work properly. • FX was not displaying the linked documents properly when there were Associated Doc Links. This is fixed in the updated ADFILER 1.1.24.389. Note: In existing datasets, the SDDOC files for the FX dataset must be recreated to get the correct links. • When printing the Detail Listing, the option ]]> Tue, 11 Apr 2023 08:29:10 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69566/Re_Multi_page_printing_on_colo#Post69566 Posted by Brian Stief:
We had the same issue many years ago and the client had 4 colours of pickslips and delivery docs. We argued that it was not practical and eventually the printer hardware guy came to support us and said that it was simply unreliable to expect the printer clutch device that feeds the paper from the tray to always pull only only 1 copy with precision to maintain the colour order. We had them purchase 3 more paper trays, with PrintBoss, and we'll never go through that argument again. The amo]]> Mon, 10 Apr 2023 22:36:30 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69558/Re_Invoices_Cannot_Expand_Cove#Post69558 Posted by Softrak Support:
Hello Ginny, I have outlined the only 2 known issues that will cause this problem. You have not given the version and release date of the Invoices module. Please make sure that you are running Invoices 9.3B (2023.02.22). ]]> Mon, 03 Apr 2023 06:56:07 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69517/Re_Adagio_amp_Office_365_64_bi#Post69517 Posted by Softrak Support:
Thank you, Retired Guy! I have updated my problem tracker.]]> Tue, 21 Mar 2023 10:33:51 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69508/Re_Wrong_Print_or_Post_Button#Post69508 Posted by Softrak Support:
Hello Bruce and Patricia, This has been fixed in the Payables 9.3C (2023.03.15) Hot Fix just released.]]> Mon, 20 Mar 2023 14:31:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69489/Re_IN_9_3B_2023_02_22_Service_#Post69489 Posted by Softrak Support:
Hi All, New features & Fixes in IN 9.3B. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. • The Customer Transactions viewed from Invoices did not show the DocStore Viewer for SalesCQ Quotes.]]> Fri, 17 Mar 2023 10:25:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69487/Re_BR_93A_2023_02_20_Service_P#Post69487 Posted by Softrak Support:
Hi All, New features & Fixes in BR 9.3A. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases.]]> Fri, 17 Mar 2023 10:24:21 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69460/Re_Inventory_Slow_Moving_Items#Post69460 Posted by Samuel Kopstick:
Thank you Support (Terry) and Bruce for your recommendations. I will look into this.]]> Mon, 13 Mar 2023 14:28:06 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69421/Re_Installing_AR_error#Post69421 Posted by JWH:
Also make sure the user login has local admin rights. That has been an issue for me in the past]]> Fri, 03 Mar 2023 11:36:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69372/Re_PO_Approval_email_notificat#Post69372 Posted by Bruce Gardner:
Steve: Another option would be to use Visual Cut. You could have it scan the Requisition database and look for any approvals in the past X minutes (using the "Last Edited Time"). If a match is found, it would send an email. Let me cover my backside by saying that I haven't tried this, but it should work.]]> Tue, 28 Feb 2023 09:02:01 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69371/Re_Projects_data_entry#Post69371 Posted by Softrak Support:
Hello Patricia, I have duplicated this problem and it has been forwarded to R&D for a future release. ]]> Tue, 28 Feb 2023 07:39:21 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69368/Re_Error_On_Login_Inventory#Post69368 Posted by JWH:
Update - Thanks to Patricia for pointing me in the right direction it was BOM causing the issue. While the upgrade installed correctly with the codes already given when you looked at the AddOn tab in Inventory it indicated V9.3A and not V9.3B. So LONG story short renamed the Addons subfolder and reinstalled the software and all appears to be good now. Thanks again Patricia.]]> Mon, 27 Feb 2023 14:04:37 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69316/Re_IC_Items_on_Shipping_Order#Post69316 Posted by Steve Schwartz:
I'm going to assume you want to see items that are on open sales orders, as opposed to ones that have already been invoiced. The report you want is called the Order Action report (Reports | Order Reports | Order Action). It is very customizable, and you can remember each customization as a Template. Play with it, you will likely get something good. You can also ExcelDirect print it to Excel. If this is not what you are looking for, please explain in further detail. Steve]]> Sat, 18 Feb 2023 10:15:14 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69311/Re_Ledger_Update_Copy_Hanging#Post69311 Posted by Softrak Support:
Hi John, We've address this issue in the E-mail]]> Thu, 16 Feb 2023 09:21:10 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69289/Re_GL_9_3B_2023_02_13_Service_#Post69289 Posted by Softrak Support:
New features & Fixes in GL 9.3B. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. • In Import, 'Delete import file on success?' has been added to the File Information tab for Account Budgets and Account Forecasts. This is to work with the On Start Up option: Process Imports. • Setting a Report Set Destination to use AdagioV3PDF as the printer caused an Access violation, in some cases. ]]> Wed, 15 Feb 2023 06:37:47 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69287/Re_AP_9_3C_2023_02_08_Service_#Post69287 Posted by Softrak Support:
New features & Fixes in AP 9.3C. • The CIBC ACH 094 EFT format needed corrections to the: Fifth mandatory addenda record (7). File Header Record and Batch Control Record to change the ‘Service Class Code’ to ‘200 – Mixed Debits & Credits’. • A new specification code has been for: G17, G/L department. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. ]]> Wed, 15 Feb 2023 06:36:46 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69286/Re_OE_9_3B_2023_02_06_Service_#Post69286 Posted by Softrak Support:
New features & Fixes in OE 9.3B. • Selecting multiple documents from the Enter Orders/Invoices/Credit Notes List or from the Order Entry menu Print document functions did not work properly. Only the first document in the range was printed. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10 , in some cases. ]]> Wed, 15 Feb 2023 06:36:13 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69277/Re_PO_9_3B_2023_01_31_Service_#Post69277 Posted by Softrak Support:
New features & Fixes in PO 9.3B. • Crystal Reports used in printing Adagio Reports was not fully compatible with the Windows 22H2 update for Windows 11 and for Windows 10, in some cases. • Entering Receipts for Purchase Orders with Service Pricing Items was not updating the Received quantity properly. The Receipt could not be posted. • Printing Forms did not print the correct Pricing and Stocking Units of measure for Sundry Items when there were Inventory items included on the document. •]]> Tue, 14 Feb 2023 07:26:08 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69257/Re_Manual_Check_Import_from_Ex#Post69257 Posted by berwick:
Thank you. I will check with all 3 again.]]> Tue, 07 Feb 2023 13:45:03 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69255/Re_Financial_Reporter_adds_a_y#Post69255 Posted by Hugh:
I have created statement groups that present my income statement in various formats, consolidated, expanded, by certain departments, etc. However even though the underlying statement is the same one and the date formula is identical on each tab, some, but not all of the tabs, advance the year when I am printing a prior fiscal year's statements. So for example, if I print the statements for February in this fiscal year the statements all have February 28, 2023 as the heading based on this formu]]> Mon, 06 Feb 2023 12:27:59 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69236/Re_PO_cost_tracking_by_vendor#Post69236 Posted by Softrak Support:
Hello Steve, You can use the IC Alternative price lists in PurchaseOrders to do this. In the Company profile, on the Integration tab, there are options that you can use to track the item cost by vendor: Use IC alternative price list Update price list cost amount ]]> Tue, 31 Jan 2023 10:27:39 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69217/Re_BOM9_3B_RMA9_3B_amp_CW9_3B_#Post69217 Posted by Softrak Support:
Hi @All Addons BOM , RMA, CW Compatible with Adagio OrderEntry 9.3B.]]> Mon, 30 Jan 2023 04:55:01 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69215/Re_OE_9_3B_2022_12_07_Official#Post69215 Posted by Softrak Support:
Hi @All New features in OE 9.3B. • OrderEntry is now integrated with REPAY's ClickToPay. • OrderEntry can be configured to create Export files for BMobile™ Route Software. • Edit Tax Groups now has a Calculation Method setting. It supports Automatic, Override and Manual. • There is a new option for Auto-invoicing: Shipped quantity as is. • Word Wrap is now supported for blocks of text. • Grid search/Control-F is available to use for most grids. • An option to, 'Use computer date for ]]> Mon, 30 Jan 2023 04:47:23 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69174/Re_Order_Entry_Spec_Amount_For#Post69174 Posted by JWH:
Thanks again support]]> Wed, 25 Jan 2023 10:26:31 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69173/Re_Auto_Invoice_Method_Order_E#Post69173 Posted by JWH:
Thank you support. This will save some headaches. Will keep you posted on any issues. Crossing fingers.]]> Wed, 25 Jan 2023 10:24:52 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69171/Re_Wish_List_Request_for_Order#Post69171 Posted by Softrak Support:
Hello JWH, The OrderEntry 9.3B (2022.12.07) Upgrade just released has an Auto-invoice method of: Shipped quantity AS IS.]]> Wed, 25 Jan 2023 08:17:28 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69169/Re_Order_Entry_Future_Release_#Post69169 Posted by Softrak Support:
Hello Scott, Your 1st request has been implemented in the OrderEntry 9.3B (2022.12.07) Upgrade just released.]]> Wed, 25 Jan 2023 07:57:52 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69153/Re_AP_Service_pack_install_han#Post69153 Posted by Bob Wisener:
I use Norton Antivirus and I always have to disable the Data Protector under the Antivirus Settings during the install. Otherwise, NAV will block the install's web access.]]> Mon, 23 Jan 2023 10:04:02 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69130/Re_Corrupted_Dates_in_AP_Payme#Post69130 Posted by Softrak Support:
Hello Brian, No, I haven't seen this. Which version of Payables are they running? What does the batch listing show?]]> Thu, 12 Jan 2023 09:31:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69127/Re_CQ_93A_2023_01_11_Service_P#Post69127 Posted by Softrak Support:
Hello @All, New features & Fixes in CQ 9.3A. • When Customer Transactions for SalesCQ Quotes were viewed, the column editor fields did not match the field titles in the Details List. • A Ship to record could not be added for a Prospect. • If OrderEntry is set to allow 'Quantity Shipped On Orders' and 'Default Shipped As Ordered', an Order created from a Quote with a Taxable Miscellaneous Charge caused Data Integrity errors regarding the Total of Tax not matching the calculated tax. Rebui]]> Thu, 12 Jan 2023 08:23:13 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69124/Re_BR_93A_2023_01_10_Service_P#Post69124 Posted by Softrak Support:
Hello @All, New features & Fixes in BR 9.3A. • Posting batches retrieved from Payables does not halt for Inactive Vendors. • With Receivables 9.3B, 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 • In the De]]> Wed, 11 Jan 2023 04:32:56 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69119/Re_Customer_Receipts#Post69119 Posted by Softrak Support:
Hello Everyone, This feature has been added in the BankRec 9.3A (2023.01.10) Service Pack just released.]]> Tue, 10 Jan 2023 08:50:23 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69099/Re_Need_to_correct_an_Over_Pmt#Post69099 Posted by Brian Stief:
When you configure and setup Adagio Bank Rec, you create a BankRec Suspense account. Everyone knows this. That is best practices which we have been training people to do for years. So correcting this processing error is a slam dunk. Post the deposit as a misc deposit in AR with the CR to Bank Rec Suspense. Done. Adjust the vendor overpayment in AP to Bank Rec Suspense. Done. You can reference or document the adjustment in AR and AP, but get it done. It's how the software was des]]> Thu, 22 Dec 2022 17:24:39 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69047/Re_AR_9_3B_2022_12_07_Service_#Post69047 Posted by Softrak Support:
Hi All, New features & Enhancements in AR 9.3B. • Receivables (2022.11.16) Service Pack caused this Error Message: Internal error creating window class, in some cases. • 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 pr]]> Thu, 08 Dec 2022 09:50:37 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69045/Re_AP_9_3C_2022_12_06_Service_#Post69045 Posted by Softrak Support:
Hi All, New features & Fixes in AP 9.3C. • With Payables 9.3C (2022.06.07) HF, creating a new EFT Provider using EFT Batch Format Peoples Bank-Greensboro USD ACH (AL) was causing an error message: Cannot focus a disabled or invisible window. • In Import Batches, if the file layout did not match the import template, an Access Violation appeared before the message that the file layout is incorrect. • Using Range in Payment Control to change the Document Status was causing Data Integrit]]> Thu, 08 Dec 2022 09:41:04 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69029/Re_Excel_Direct_not_working#Post69029 Posted by Holiday:
ok thanks! ]]> Tue, 06 Dec 2022 11:49:49 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69020/Re_Try_to_add_a_new_Time_amp_D#Post69020 Posted by Steve Schwartz:
Hi Marshal Fix the errors! Then repeat. It may take a few times to repair all of the errors, and you may not see the ones that matter on the first try. It's definitely data corruption. Steve]]> Fri, 02 Dec 2022 14:26:04 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68986/Re_Pre_Check_Register_amp_Open#Post68986 Posted by JWH:
Thanks Dan for your input. Will look into both. Thanks again.]]> Thu, 24 Nov 2022 05:57:57 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68979/Re_Edit_Department_for_account#Post68979 Posted by Bruce Gardner:
Hi Braedon: You cannot change GL account codes (just like you can't change Customer codes, Vendor codes or Inventory items) but there is a 3rd-party utility you can purchase that will allow you to make the change (see your Adagio consultant). Or you could create the correct GL account (Account + Department) and make a Prior Year post to transfer the year-end balance from the wrong account to the correct one. If that doesn't sound familiar, ask your Adagio consultant. Make the wrong accoun]]> Mon, 21 Nov 2022 12:32:11 CST