https://portal.softrak.com/ubbthreads/ubbthreads.php RSS Feeds for General Inquiries Forum Adagio Accounting | Technical Support Forums - UBB.threads(tm) https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72315/Re_CounterSales_POS_support#Post72315 Posted by Brian Stief:
We also have a POS solution called MyPOS-Connect-for-Adagio that integrates well with Adagio. We have updated sites that were using Countersales to MyPOS-Connect-for-Adagio, often using the existing POS hardware. You can see details on this link https://www.link2systems.com/myposadagio. Please call us if you have any questions. Best, Brian]]> Fri, 17 Apr 2026 23:50:44 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72250/Re_Customer_support_missing#Post72250 Posted by Susa_Tollenaar:
This issue has been resolved for me. Please contact Elaine Bossert I hope you are able to resolve this as well.]]> Thu, 05 Mar 2026 08:49:59 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72206/Re_Statement_Groups_un_docked#Post72206 Posted by Patricia B.:
Have you selected the Tab of the report that you wish to print in the Statement group item? ]]> Fri, 13 Feb 2026 08:49:47 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72081/Re_Email_Setup#Post72081 Posted by Samuel Kopstick:
This is something that you should contact your dealer to help you. Do you have an Adagio dealer?]]> Wed, 12 Nov 2025 06:23:03 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72008/Re_View_Period_14#Post72008 Posted by Hugh:
Follow up Q... I'm trying to export all my transactions for the auditors... is there a way to add period 14 to the export? OK, I think I answered my own question... use detail listing not transaction export...]]> Thu, 18 Sep 2025 11:00:56 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/72001/Re_Windows_2025#Post72001 Posted by Softrak Support:
Hello Braedon, Compatibility was updated in July 2025: Windows 2025 Server Compatibility Adagio modules with a release date in 2018 or higher are compatible with, install and function without problem on Server 2025 running from Windows 8,10 and 11 stations.]]> Mon, 15 Sep 2025 13:42:55 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71496/Re_column_editor_settings_won_#Post71496 Posted by Hugh:
That did it! Thanks Bruce!]]> Thu, 06 Mar 2025 13:12:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71448/Re_Journal_entries#Post71448 Posted by Steve Schwartz:
Hi TLundgren You need to contact your Adagio advisor. Your posting isn't clear enough for those of us on this forum to reply (and there isn't even a question). Steve]]> Thu, 20 Feb 2025 12:20:08 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71445/Re_Bank_reconciliation#Post71445 Posted by Bruce Gardner:
Hello: Your question cannot be answered on a Forum like this. It requires someone to see what has been done and to provide specific help. I can say that the Bank Reconciliation module is very good and has some excellent features. But it does require some learning and practice to handle the variety of situations you'll encounter. You should speak with your Adagio advisor. It's very common to get help for the second or even the third reconciliation (especailly if your reconciliation frequenc]]> Wed, 19 Feb 2025 13:53:40 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71411/Re_Financial_Reporter_Col_spec#Post71411 Posted by Liz_C:
Sadly my help file is empty, however I did find an actual manual & was able to figure it out. Thank you for your assistance. ]]> Fri, 07 Feb 2025 09:02:27 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71337/Re_Posting_a_partial_credit_or#Post71337 Posted by Meg:
We are not using multicurrency at all. And our base currency is CAD. ]]> Tue, 21 Jan 2025 10:51:04 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71138/Re_A_P_Module_Invoice_Import#Post71138 Posted by smhoon:
My previous comments Variable fields are date, vendor number and line items values]]> Thu, 31 Oct 2024 18:22:40 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/71076/Re_Cloud_support_Ticketing_too#Post71076 Posted by Softrak Support:
Hi Team, Cloud support ticketing tool is down. Kindly apologize that if you've not received any reply from us. We might have not received the ticket due to the tool issue. Incase if you have any queries or cloud issues. Kindly reach me out at ( mdhanush@softrak.com ) ]]> Thu, 10 Oct 2024 09:43:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70752/Re_reoccurring_GL_entry#Post70752 Posted by Bruce Gardner:
Hello: Further to the Retired Guy's response, here's a 4-minute YouTube video specifically on the topic of Archived batches in the General Ledger: [url=https://youtu.be/gDBwJrLgPEQ?list=PLfDaupK5YZFCCxKpN_aBYiqPyQnoAJRZj]YouTube - Archived batches[/url] Don't be deterred by the term "Archive" which makes it sounds like you're storing the batch away never to be seen again. Think of it as "Recurring/Archived batches". You will also found almost 100 other short videos from Softrak on Y]]> Tue, 28 May 2024 14:03:30 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70681/Re_Adagio_French#Post70681 Posted by Brian Puddington:
If you ever need boots on the ground in Quebec, there are very few knowledgeable consultants left in Quebec for two reasons: (1) Quebec language laws make English-only software less desirable in Quebec and (2) Softrak has never acknowledged that with dealer sales requirements being the same in Quebec as in the rest of Canada. Having worked with Adagio for many years in Quebec before retiring, I concur with all the suggestions and advice provided above. Most of what you send to customers and ]]> Wed, 17 Apr 2024 13:34:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70648/Re_Property_management#Post70648 Posted by billythekidfan:
I have several property management clients for several years. You may reach contract me to discuss at: Ray Pettinger 604 999 5131 rayp@accacc.com]]> Fri, 29 Mar 2024 06:55:52 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70513/Re_Renewal_payment_not_process#Post70513 Posted by Mariann:
Just had a call from Jeffrey, all should be good, thank you!]]> Mon, 22 Jan 2024 10:27:29 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70465/Re_Pre_Check_Register#Post70465 Posted by Douglas Dickie:
Your Adagio Dealer should be able to modify the report to include the vendor addresses. Please be aware that modifying the stock reports is not an easy task and each time the stock report is upgraded by the developer you will need your Adagio dealer to redo the modifications. ]]> Fri, 29 Dec 2023 10:32:15 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70344/Re_Concatenate_multiple_UPC_nu#Post70344 Posted by Douglas Dickie:
Adrian: Thanks for clarifying how you are using GridView. What you are currently doing, running GridView to output the data to Google Sheets and then using a script to manipulate the data into what you need, is how I would do this (as an off the top of my head answer). If I come up with a better answer, I'll let you know.]]> Tue, 14 Nov 2023 11:10:46 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/70236/Re_Recurring_Invoice_Set_up#Post70236 Posted by Softrak Support:
Hello Shafeeq, Simple Recurring Charges can be set up in Receivables. For more elaborate setups, Recurring Charges can be set up in Adagio Invoices as an Archive Batch. “Restoring Open Archive Batches” is described in the Adagio Invoices Help. You can use Text Maintenance to set up the Descriptions that will appear on the Header Text tab in the Archive Batch. Use the ‘Update Archive Batches’ Maintenance function to update these descriptions each month in your Archive batch. If you ]]> Wed, 04 Oct 2023 07:29:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69995/Re_GL_service_pack#Post69995 Posted by DeepakR:
Hi Jean, I will check on this and get back to you shortly. Regards, Deepak.]]> Thu, 27 Jul 2023 13:03:31 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69829/Re_How_to_remove_credits_from_#Post69829 Posted by KatherineF:
Found it, thank you.]]> Wed, 24 May 2023 10:44:37 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69730/Re_How_to_add_Terms_amp_Condit#Post69730 Posted by Steph:
Hello Steve, Thank you for your help on this!! ]]> Thu, 04 May 2023 10:43:06 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69613/Re_How_to_edit_Cost_in_SalesCQ#Post69613 Posted by Steph:
Awesome this worked perfectly! Thank you so much :)]]> Wed, 19 Apr 2023 10:05:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69431/Re_trying_to_renew#Post69431 Posted by JeanB:
Thank you so much... reply received. :)]]> Tue, 07 Mar 2023 08:48:13 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69303/Re_Prepaid_invoices#Post69303 Posted by Steve Schwartz:
Nothing has changed since 2017. But here's a way to do what you want, thinking way outside of the box. Let's say the prepaid expense accounts are in the 1900 to 1999 range, department blank. You create 12 accounts for each related expense - 19XX-1, 19XX-2 ... 19XX-12, where the XX would link to the appropriate expense account (for example account 19TR), and the suffix is the department. Balance Sheet accounts don't generally have departments, so this should not conflict with anything. I]]> Wed, 15 Feb 2023 18:52:07 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/69098/Re_EFT_Options_that_aren_t_Tel#Post69098 Posted by Brian Stief:
Hi, Adagio EFT Addon is $1050 including the 1st year annual Software Upgrade Plan Maintenance, from your Adagio Reseller. Your installation cost for the software could be as much as $1000 per CAD bank. This includes setting up the software, creating a test file that needs to be certified by the bank, assisting you soliciting your vendors for their bank account information, importing with templates into Adagio Payables, creating an email stub for the EFT remitttance advice and testing your ema]]> Thu, 22 Dec 2022 17:15:54 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68844/Re_Direct_email_from_shaw_not_#Post68844 Posted by Andrew_Peebles:
Having an issue with Receivables 9.3B (220928) not sending emails to gmail email addresses. Email server provider is Shaw. No error messages appear, but email is never received within Gmail, and have checked Junkmail. Sending via Outlook within the Email setup screen works, but not using "direct" method. ]]> Tue, 25 Oct 2022 11:47:53 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68651/Re_Payments_9_3B_quot_XML_requ#Post68651 Posted by Rick McLeod:
About noon, 9/22/22 Adagio Payments stopped processing credit card charges and this is continuing. Of course Repay said the it was an Adagio problem and Terry in tech support at Adagio said that Repay had instituted a new layer of security causing the problem. After several denials Repay finally came clean and said the following. "Due to a recent increase in fraudulent account takeover attempts within the banking and payments industries, The Repay B2B Gateway is enabling device recognition ]]> Fri, 23 Sep 2022 20:24:38 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68629/Re_Financial_Reporter_Dynamic_#Post68629 Posted by Hugh:
Copy that Bruce! Thanks! ]]> Tue, 20 Sep 2022 10:21:07 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68571/Re_AP_List_by_Accounting_Date#Post68571 Posted by Hugh:
Brilliant! Thanks Bruce! One of those areas that you set up and then don't think about again for the next 9 years...]]> Thu, 01 Sep 2022 14:39:17 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68489/Re_Imported_Batch_goes_to_erro#Post68489 Posted by Hugh:
copy that! thanks!]]> Tue, 26 Jul 2022 10:11:00 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68441/Re_Undo_Purge_of_Receipts_in_B#Post68441 Posted by Bruce Gardner:
Hi Shafeeq: There isn't any way to restore deleted data. But you can restore from backup. Adagio is modular, so you might be able to restore only your Bank module data. However, there are considerations if you have Retrieved from subledgers to the Bank module or from the Bank module to the GL. You should ask your Adagio support folks for advice.]]> Fri, 15 Jul 2022 11:43:19 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68429/Re_Wish_List#Post68429 Posted by Softrak Support:
Hello Ilona, In the Receivables 9.3B (2022.07.08) Upgrade just released, you can add additional fields, including the Reference and PO Reference, to the document list using the column editor. You can also sort by the Reference or PO Reference. ]]> Thu, 14 Jul 2022 09:37:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68361/Re_Clear_quot_net_zero_quot_in#Post68361 Posted by tojayc:
OMG! It worked. Thank you very much. The way to "select" the invoice is not obvious. I click on the invoice and press "ok" and the value showed up on the "apply to" field. After I do this to both invoices, it allows me to post the manual check to clear them. Just amazing! Thank you. I can finally sleep at night now. ]]> Thu, 07 Jul 2022 12:27:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68293/Re_Direct_Email_Setup_Password#Post68293 Posted by Softrak Support:
Hello Csaba_K, No, there is nothing that you can edit to change this. I have added your suggestion to the wishlist for future releases of Adagio.]]> Wed, 22 Jun 2022 07:30:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68136/Re_Alphanumeric_Cheque_Numbers#Post68136 Posted by Hugh:
OK, good to know! We have until recently only had a few EFT vendors so we have been entering them manually into our bank rather than using the Adagio piece, but I guess this is a good reason to see if we can figure out how it works! Thanks!]]> Wed, 04 May 2022 08:46:49 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/68079/Re_Oracle_CRM_Support#Post68079 Posted by Chris McDonell:
Hi, At this time I know of no interface between Adagio and Oracle CRM. ]]> Thu, 14 Apr 2022 09:31:57 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67908/Re_NEXT_button_for_the_INVOICE#Post67908 Posted by Dan_Desautels:
Hi Leyla, Steve and Chris are talking about two different things. If you've already printed or emailed the invoices, then the PDF viewer (glasses) is showing you that saved copy. In this case, you're best to follow Chris's advice and have the batch open on one side with the viewer window open on the other monitor and simply down arrow through the list of invoices and as said the viewer will refresh to show the selected invoice PDF. What Steve is suggesting is to highlight the batch it]]> Tue, 15 Mar 2022 06:27:23 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67873/Re_Payables_9_3C_download_issu#Post67873 Posted by CLsuprt:
Thanks Chris I'll see what we can find.]]> Tue, 01 Mar 2022 14:11:22 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67586/Re_Sales_Quotes_to_Multiple_Co#Post67586 Posted by Douglas Dickie:
On the fly you can select to email to either Bill-to, Ship-to or Customer. The Bill-to or Ship-to will be those on the quote, which you can onetime override. You can add multiple email addresses to a single email field separated with a "," but unless the domain name is really short I've found that he maximum you can include is only two, one if the domain name is really long. There isn't any good way to email a quote to multiple recipients other than one at a time. If you are storing th]]> Mon, 17 Jan 2022 13:21:07 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67418/Re_LOG4J_exploit_and_SAP_Cryst#Post67418 Posted by Douglas Dickie:
Tom: We have numerous Log4j on our server, not just Crystal reports. As I understand it, in order to exploit the vulnerability a hacker would need to access your server from the internet using either Web services or Java. Make sure that anything someone can run from your website to access your server is patched. This doesn't apply to Microsoft's RDP.]]> Wed, 15 Dec 2021 13:00:52 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67333/Re_Job_Cost_Software#Post67333 Posted by Elena:
Hi Michael, We are also in a real estate firm. We utilize both Adagio and cloud-based [url=https://www.akounto.com/accounting-software]free accounting software[/url] Akounto. We utilize the two of them at a time. I am familiar with Adagio when I was working. But with this option, it does seem expensive.]]> Wed, 01 Dec 2021 21:34:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67260/Re_Payables_EFT_run_not_submit#Post67260 Posted by KatherineF:
Thank you, Softrak Support. In answer to item 2, I am not using approvals in Adagio. Thanks again for your time, Katherine ]]> Thu, 18 Nov 2021 11:07:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67095/Re_Reversing_a_cash_posting_in#Post67095 Posted by Softrak Support:
The Receivables module does not have the ability to un-post as Ledger does. You can recover the batch, but it will make you update the document numbers. You will want to modify the new cash entry to set a negative amount. ]]> Fri, 22 Oct 2021 15:06:31 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67080/Re_service_pack_payable_9_3c#Post67080 Posted by Steve Schwartz:
Ask your Adagio consultant for help. I am an Adagio consultant and what I do when I run into this is compare the sizes of the misnamed files against ones in my system, and then rename them accordingly. Steve]]> Fri, 22 Oct 2021 09:12:53 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/67074/Re_Default_Excel_Table_Format#Post67074 Posted by Hugh:
OK, thanks for the update!]]> Thu, 21 Oct 2021 08:52:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66825/Re_Invoice_Batch_access_denied#Post66825 Posted by Margaret:
Thanks Steve. Your suggestion worked perfectly. Thanks so much. Margaret]]> Wed, 22 Sep 2021 13:13:47 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66710/Re_Re_set_Payable_starting_Che#Post66710 Posted by Douglas Dickie:
Hopefully I didn't spoil you. The fast response was a total fluke. I wanted to take a 5 minute brake and decided to check the forum.]]> Wed, 18 Aug 2021 12:46:17 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66634/Re_Payables_9_3C_210706_EFT_Em#Post66634 Posted by Softrak Support:
Hello Andrew, This has been fixed in the Payables 93C (2021.07.28) Service Pack.]]> Wed, 28 Jul 2021 13:49:14 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66616/Re_Opening_from_a_back_up_file#Post66616 Posted by Steve Schwartz:
Subsequent to running year-end, I'm guessing you posted additional activity to inventory with dates prior to year-end. The report is date-sensitive. When you run the report, do not put a check-mark in either of the Restrict boxes and do not suppress inactive items. The report will be longer but it is more likely to be accurate. Steve]]> Mon, 26 Jul 2021 08:52:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66495/Re_Adagio_Payables_9_2B_161107#Post66495 Posted by Softrak Support:
Hello Dan, In the Payables 9.3C (2021.07.06) Upgrade released today, Distribution Sets that have the option 'Auto-distribute?' selected can also have distributions with blank Account/Departments.]]> Thu, 08 Jul 2021 14:52:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66492/Re_Payables_9_3B_Cheque_Sort_M#Post66492 Posted by Softrak Support:
Hello Steve, This has been added in the Payables 9.3C (2021.07.06) Upgrade released today.]]> Thu, 08 Jul 2021 14:35:22 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66402/Re_Adagio_Payments_Reviews#Post66402 Posted by Steve Schwartz:
Hi Holiday First of all, go to this link and it will answer your general questions about functionality - https://softrak.com/products/financials/payments As for the pros and cons, have you asked your Adagio consultant? I have been on this forum for 20 years and I have never seen it used to solicit reviews - it's a technical forum. And you will never get Softrak itself to list the cons. Speaking as an Adagio consultant, this is what we do. We don't work for Softrak, we work for you. ]]> Mon, 21 Jun 2021 16:33:10 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66326/Re_Sub_Assemblies_on_IC#Post66326 Posted by Vlad Maksymiv:
WMS for Adagio "Work order processing" module has logic of multi-stage BOM (sub-components) picking/assembly fully integrated with Adagio IC]]> Wed, 16 Jun 2021 05:38:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66300/Re_Barcode_and_Scanner_in_Adag#Post66300 Posted by gregs:
Hi Vlad, I intend to research this further with LMS. You will be hearing from us probably within the next couple of weeks.]]> Mon, 14 Jun 2021 10:55:31 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66149/Re_Adagio_and_eCommerce_websit#Post66149 Posted by Vlad Maksymiv:
Hello All, We have successfully implemented interface between Adagio IC/OE and Shopify eCommerce based websites using Shopify REST API Please contact me directly if you are interested in this solution]]> Tue, 11 May 2021 19:04:05 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66144/Re_a_r_customer_is_also_an_a_p#Post66144 Posted by Marc:
Thanks. This could be food for thought for future upgrades.]]> Tue, 11 May 2021 11:41:03 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66139/Re_AP_Invoice_Batch_Not_able_t#Post66139 Posted by Dan_Desautels:
Hi Blake, Nice camper, but you need to use a much smaller image for your profile. Change it and then clear your browser cache so the forum takes the new image. Your question is a difficult one to answer over the forum since there could be environment issues at play here. You'd probably be better off getting your consultant to look at it. ]]> Mon, 10 May 2021 14:01:55 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66132/Re_Sticky_Columns#Post66132 Posted by Hugh:
I'll give that a shot! Thanks Steve!]]> Fri, 07 May 2021 11:15:57 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66129/Re_Invoices#Post66129 Posted by Dan_Desautels:
In Adagio Invoices, you can go to the Historical grid and sort by customer. Then shift+click the first invoice and shift+click the last invoice in the date range and Print. ]]> Fri, 07 May 2021 08:32:06 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/66034/Re_Edit_GL_Description_2#Post66034 Posted by Hugh:
Also the guy from Dakota was super helpful and got me back up and running so that part was great.]]> Fri, 23 Apr 2021 14:36:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65950/Re_Adagio_Crystal_Report_CRW32#Post65950 Posted by smhoon:
Crystal Report for Adagio is installed in Win10 but unable to activate "Help" function. Any advice on how and where to regedit the keys. ]]> Sun, 11 Apr 2021 23:51:33 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65702/Re_Archived_Batches_Stickiness#Post65702 Posted by Hugh:
Yes Andrew, I think that rather than contemplate which features should be sticky and which ones would not, just a tick box for 'remember settings' so if you're interested in something different than the defaults you can configure it yourself and it'll pop up that way whenever you use the 'copy' feature.]]> Wed, 24 Feb 2021 09:24:39 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65595/Re_Inactive_Accounts_in_View#Post65595 Posted by Bruce Gardner:
Hi Tricia: What is your definition of Inactive? Is it (1) the account has no check-mark on the "Account Active?" setting or (2) the balance is $0.00? Support's answer was for the first circumstance.]]> Thu, 04 Feb 2021 14:26:10 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65562/Re_Is_it_possible_to_QUERYSTRI#Post65562 Posted by Douglas Dickie:
Adrian: If you need further assistance please give us a call.]]> Fri, 29 Jan 2021 08:55:21 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65367/Re_A_R_Invoices#Post65367 Posted by Steve Schwartz:
Yes although it is extremely tightly integrated. ]]> Mon, 04 Jan 2021 13:06:14 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65339/Re_Wishlist_Fiscal_Period_Docu#Post65339 Posted by Holiday:
It's Adagio AR. It happens on adjustment batches a lot and now invoice batches this year - you are correct that we've been doing a lot more invoice batches this year. Thanks!]]> Wed, 23 Dec 2020 08:09:32 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/65232/Re_PO_Receipts_Clearing_report#Post65232 Posted by Brian Stief:
Hi, We'll contact Kitty to review the situation. The taxes are calculated and distributed from Purchase Orders (Invoices/Adjustments), and posted through a clearing account into Payables. So deleting an invoice in Payables only deletes the Receipt Clearing entry and not the tax portion that was calculated and distributed to the GL with the PO End of Day processing. Normally, the practice is to credit the invoice in Purchase Orders and not delete the Invoice in Payables. Best, Brian]]> Tue, 01 Dec 2020 16:04:26 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64911/Re_Re_Bookkeeping_or_Accountin#Post64911 Posted by Steve Schwartz:
Apologizing for spelling and grammatical mistakes while continuing to make them renders the apology meaningless. Please have an English speaker check what you write before you post. I cannot answer your questions until you answer mine. Steve]]> Thu, 08 Oct 2020 05:10:42 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64894/Re_Wish_List_Ctl_F#Post64894 Posted by Hugh:
yes, exactly that! on my keyboard the F keys are dual purpose with things like Print Screen and Insert as well as the Function keys and there is a locking button to select which functionality you're after. So I'm constantly hitting F6 and nothing happens because I've had to turn the F keys off to get one of the other button functions. This would sidestep that keyboard problem, in addition to being more intuitive for users wanting to Find something!]]> Tue, 06 Oct 2020 09:42:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64793/Re_unable_to_reach_module_down#Post64793 Posted by Andrew_Peebles:
FYI - access to the module download page has now been restored. Thank you Softrak!]]> Mon, 28 Sep 2020 14:15:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64770/Re_Missing_fields_from_Invento#Post64770 Posted by Douglas Dickie:
If you have at least two of the Optional Unit and/or Option Amount fields unused then you could use these to store the Ti-Hi data,]]> Wed, 23 Sep 2020 17:22:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64478/Re_Check_number_audit_list#Post64478 Posted by Softrak Support:
Hi again, In manual checks, I'm interpreting your saying, 'when I have to "split" a check into multiples' to mean that you are doing more than one check for the same vendor, perhaps each check is paying a different invoice for the same vendor. However, using the same release, all are still printing on the Check Number Audit List for me. Communication is a funny thing. Sometimes what means one thing to one person, means something completely different to someone else. If I misinterprete]]> Fri, 07 Aug 2020 13:41:58 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64454/Re_Adjusting_Master_Assembly_i#Post64454 Posted by Softrak Support:
Hello Berisa, If you have the Adagio Bill of Materials Add on, you can "Unbuild" the Assembly by entering a negative Quantity. If you don't have BOM, you will need to create Adjustment entries to reduce the Quantity and Cost of the master item and to increase the Quantity and Cost of the component items. ]]> Tue, 04 Aug 2020 12:04:27 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64340/Re_Cannot_run_DIC_because_of_O#Post64340 Posted by Andrew Bates:
Hi Samuel, They’ll have to stop whatever process Garo is using to scan the data since ODBC only locks the files when the tables are actually being read. ]]> Fri, 03 Jul 2020 19:03:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/64187/Re_Caseware#Post64187 Posted by Hugh:
Thanks Douglas!]]> Wed, 17 Jun 2020 08:31:59 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63978/Re_Email_now#Post63978 Posted by Dan_Desautels:
Doug is correct that this issue was fixed but not in a service pack to AP 9.3A. You will need to install the upgrade to AP 9.3B. You may want your consultant to do the upgrade though, since there are often issues with that upgrade due to a new Crystal reports version that does not always install correctly on the first try.]]> Sat, 23 May 2020 07:53:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63875/Re_Accounts_Payable_Custom_Ter#Post63875 Posted by Jason:
[quote=Bruce Gardner]HI Jason: Most of your wish already exists. When you are entering an AP invoice, blank out the Terms code and you can manually enter whatever Due Date you want. The only thing you can't do is to assign a blank Terms codes to a Vendor. But that's not such a bad thing. What Due Date would be calculated from a blank Terms code? Probably today's date. And if the user forgets to change the date, the invoice would due immediately. At least if you start with a Terms code (i]]> Tue, 12 May 2020 08:00:03 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63781/Re_testing#Post63781 Posted by CLM:
testing]]> Tue, 28 Apr 2020 12:21:05 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63778/Re_More_testing#Post63778 Posted by Letisha:
Please don't respond]]> Tue, 28 Apr 2020 12:13:54 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63776/Re_Test#Post63776 Posted by Christa_Meissner:
Testing forum, do not reply, thank you]]> Tue, 28 Apr 2020 12:09:11 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63691/Re_A_R_report_printing_problem#Post63691 Posted by Brian Stief:
Hi Mabel, You need to call your Adagio Consultant to resolve. And quickly. We have seen this type of error many times after installing upgrades for Adagio AP 9.3B and/or IC 9.3A. And there is a resolution to fix this but it's not intuitive nor is there enough time or space in this thread to go through all of options. Rolling back may be your best option prior to the upgrade for now. Best, Brian]]> Mon, 20 Apr 2020 19:34:27 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63619/Re_AR_STATEMENTS_NOT_PRINTING_#Post63619 Posted by Lauren Stief:
Hi Braedon, Do you have 'statements' enabled on the customer profile, on the statements tab? Without it you are unable to print statements for customers when using Reports|Statements and Letters option. But it would likely allow you to print a physical copy of their statement from their profile. The other option to check would be what send methods are enabled for statements on the statement tab. You will need print and possibly email depending on how you processing statements. You also m]]> Tue, 14 Apr 2020 07:11:45 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63183/Re_retained_earnings_for_depar#Post63183 Posted by Janet:
Ok just wanted to make sure retained earnings could have departments Thank you]]> Fri, 28 Feb 2020 06:04:33 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63153/Re_MOVING_HISTORICAL_PAYABLES_#Post63153 Posted by Douglas Dickie:
Though it may look a little strange that batch 1 started late February, this will not cause any harm. The Fiscal Year End date will not change regardless of when you run Yea End. If you are on current versions of Adagio and assuming you haven't purged recent history, then the "Calculate as of" option will give you the correct balance back dated to your actual Fiscal Year End date. YTD totals come from the Transaction reports which allows you to set the date range.]]> Wed, 26 Feb 2020 09:06:19 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/63116/Re_Odd_quot_not_responding_quo#Post63116 Posted by Brian Stief:
Hi Thane, We have seen this same situation on W10 on my Notebook. You attempt to start up Adagio (as in a demo) and it just locks up the entire workstation. You cannot even do a task manager to break it out. The whole machine freezes and my only recourse is to wait or hard boot the notebook. We have had my notebook rebuilt from scratch wiped and brand new windows install, and with the number of programs installed, it's not something that I take lightly. About after a month of re-installi]]> Sat, 22 Feb 2020 10:44:02 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/62686/Re_Adagio_Inventory_9_3A_19102#Post62686 Posted by Andrew Bates:
We are only informing our user community that an Upgrade is available. We always recommend consultation with the site’s Adagio consultant prior to installing any upgrade. A site might choose to take advantage of the holidays to check out the changes in this significant upgrade. ]]> Wed, 01 Jan 2020 13:35:17 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/62524/Re_Adagio_Console_9_3A_191030_#Post62524 Posted by Andrew Bates:
We noticed a problem with the install codes in the email announcing this release. You should have receive an updated email with newer (correct) codes. We apologize for the confusion.]]> Thu, 12 Dec 2019 13:23:27 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/62407/Re_Rounding_Prices_in_Invoices#Post62407 Posted by Softrak Support:
Hi, Benchmark, Have you tried doing a backup and then using the Maintenance | Update Archive Batch function to affect the Price field? You'd want to be careful to ensure that the Unit Price in your Edit | Items is what you want it to be first. If there are currently no decimal places in the Unit Price field in the archive batch, this will put the price with decimal places in the batch. ]]> Wed, 27 Nov 2019 15:07:36 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/62375/Re_Budget_Import_for_next_year#Post62375 Posted by Softrak Support:
Correct. And to be even extra careful, you can Lock the current year budgets in the Company Profile.]]> Tue, 26 Nov 2019 14:27:15 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/62275/Re_Mandatory_Department_Entry#Post62275 Posted by Softrak Support:
Hi Lori, Payables has a company profile option for validating the Ledger account. Ensure that it is set to validate both the account and department, so that it can follow the same logic as what Steve laid out for Ledger. It is possible to choose to validate only the account, which is not what you were wanting to do. If you are looking for a more specific example of a place where you want this behaviour, please indicate which module and transaction type(s).]]> Fri, 15 Nov 2019 09:43:52 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/62058/Re_Conditional_use_of_s_in_Fin#Post62058 Posted by Andrew Bates:
Hi Jesse, Use the formatting option to insert a conditional "Accounting Dollar Sign" ($ with two red ]]> Tue, 15 Oct 2019 13:39:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61977/Re_did_year_end_instead_of_per#Post61977 Posted by Bruce Gardner:
You don't say which module, so I'll assume either Receivables or Payables. To determine whether you ran Year End by accident, locate a very active Customer./Vendor, click on Edit (or View) then look at the "Statistics" tab. Look for the "YTD" figures. Check another Customer/Vendor. Are the YTD amounts zero? If so, you likely ran Year-End in error. Another way to check is to click on the "Batch Inquiry" button on the main screen. If there are no batches listed, that also indicates tha]]> Tue, 01 Oct 2019 07:10:37 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61923/Re_Where_Did_all_the_Tech_Tip_#Post61923 Posted by JWH:
Thanks Andrew impatient as I get older when I can't find something. ;)]]> Wed, 25 Sep 2019 16:48:10 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61907/Re_Accidental_Reversed_Cheque#Post61907 Posted by ShelleyD:
*sigh* I did it again. Fifteen years doing this and I've never before done this, now I seem to have made it a bad habit and have done it twice in a couple of months! Good to have this to check back on what to do. Thanks for the morning chuckle as well on banter back and forth on the spelling of "cheque". You gotta learn to ignore the red underline Dan and be true to our Canadian ways! :) Have a great day all!]]> Tue, 24 Sep 2019 07:05:21 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61869/Re_Two_Invoices_One_Check#Post61869 Posted by Steve Schwartz:
The answer is to make sure the "Print one check per invoice" box is unchecked under the Accounting tab of vendor maintenance. Steve]]> Thu, 19 Sep 2019 14:00:01 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61635/Re_Auto_email_notification_of_#Post61635 Posted by Softrak Support:
Hi clem, You can also email Additional Forms after printing checks from either a System Check Run or a Manual Check batch, without requiring the Adagio EFT add-on from being installed, as long as emailing is enabled in Adagio Payables, and Additional Form printing is enabled on the Bank. The email address comes from the Vendor tab and the Contact area. Here is a link to a [url=https://portal.softrak.com/video?id=347]short video[/url] about AP System Check Processing, where the email advice]]> Fri, 16 Aug 2019 13:06:34 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61622/Re_Financial_Reporter_won_t_Ex#Post61622 Posted by Hugh:
I'm guessing that the code that launched from the GL that was working was what he copied into the FR registry? ]]> Thu, 15 Aug 2019 16:37:25 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61564/Re_Adagio_Backup_Error#Post61564 Posted by AdrianG001:
Try Adagio DataCare as it automatically checks all your Adagio data. [b]Features[/b] Define DataCare Jobs, specifying the modules you want checked, and the tests you want performed. Automatically back up your data prior to checking its integrity. Copy the backups to another directory too. Keep a log of all integrity checks performed, and their results. Email any user, or group of users on success or to alert them of failure of a Job. Attach the results log to the e-mail for review. Use W]]> Fri, 09 Aug 2019 09:48:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61547/Re_AR_Distribution_Set_Entry#Post61547 Posted by Hugh:
Bingo! That's the setting I hadn't found yet! Thanks a lot!!!]]> Fri, 02 Aug 2019 13:16:20 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61157/Re_Open_Payables_List#Post61157 Posted by Hugh:
Douglas, This totally makes sense. Thank you!]]> Thu, 13 Jun 2019 16:04:23 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/61085/Re_Year_End_Closing#Post61085 Posted by Steve Schwartz:
Year-ends in AP and AR are optional. But if you want to reset the batch numbers to 1 and move the YTD statistics to Last Year, then you have to "make sure" to run year-end at the proper time. Steve]]> Thu, 06 Jun 2019 17:17:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60992/Re_Order_Entry_Qs#Post60992 Posted by Brian Stief:
Hi Hugh, Without knowing all of your details, we should still talk. We integrate a number of POS solutions into Adagio including the RMS-POS, MyPOS, Resort Suite, and are working on POSITOUCH, and an number of restaurant and reservation solutions. We also have a great POS solution called MyPOS for Adagio with complete unattended integration processing into Adagio. We normally retrieve/import POS transaction into Adagio Receivables, BankRec, Inventory, and Sales Analysis, that rol]]> Mon, 03 Jun 2019 11:25:44 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60894/Re_Remittance_advices_for_manu#Post60894 Posted by Dan_Desautels:
Janet, Ahh...that makes sense then. Bruce has the answer for you. Company Profile under System Options should do the trick.]]> Tue, 14 May 2019 12:06:39 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60875/Re_One_sided_adjustment#Post60875 Posted by Ken A.:
HI Cindy, As long as the "Allow posting to control account" option is selected under the "Integration" tab in the company profile [img]https://www.dropbox.com/s/ia1p53xf62o0p0h/Allow%20posting%20to%20control%20account%20AR.png?dl=0[/img] you should be able to do the adjustment coded to the control account and then post in AR, retrieve and post in GL. The GL entry will simply be a debit and credit entry to the control account so the GL balance will not change, but the AR sub ledger ]]> Mon, 13 May 2019 13:21:39 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60864/Re_Retained_Earnings#Post60864 Posted by Howard S.-MMA:
Hi Andy: Micro Management Associates is your Adagio Dealer of Record. I tried reaching out to you by phone and email but received no response. We are here if you need us. I would be happy to take a look.]]> Fri, 10 May 2019 15:07:36 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60683/Re_going_to_the_next_year#Post60683 Posted by Howard S.-MMA:
I sold you Adagio in 2016. Please contact me if we can help you resolve this issue. ]]> Tue, 23 Apr 2019 12:41:10 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60664/Re_Printing_labels_for_retail_#Post60664 Posted by Brian Stief:
Hi Janie, For clarification, there are currently 3 Point of Sale solutions that work with Adagio. Link2Systems - MyPOS for Adagio (operational) for over 16 months, and was the successor to Link2MyPOS that we have been running with total integration to Adagio for over 6 years. CounterSales by IMS, that Terry has responded to your threads, and has been integrating to Adagio for over 15 years. And Dakota's Adagio POS that has been operational for about the same time as our Link2Systems ]]> Fri, 19 Apr 2019 18:23:14 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60388/Re_Hardware_OS_Setup#Post60388 Posted by Dan_Desautels:
Hi Brett, You may want to consider moving to Adagio Cloud. That would eliminate the costs of purchasing and maintaining a server and give you remote access from any PC with reliable internet. The workstations would then only need the minimum requirements as per the link below. You could add Cloud users as you go. If you don't want Cloud, the system requirements for Adagio can be found here: https://portal.softrak.com/products/requirements.php Your dealer/consultant should be able to ]]> Tue, 19 Mar 2019 08:36:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60348/Re_Edit_picking_slip_and_credi#Post60348 Posted by Softrak Support:
Hi Jenny, Here is a [url=https://portal.softrak.com/video?id=383]link[/url] to the specific video on how to add new fields to a specification form.]]> Tue, 12 Mar 2019 12:10:42 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60263/Re_PDF_Manuals_OE_GV_AL_AR#Post60263 Posted by Softrak Support:
Hi Treasure, They can also be obtained from within the Client Portal of the Softrak website, in the Product Documentation area. I believe the \Softrak folder and sub-folders (including the \Manuals sub-folder) are generally locked down from access in the Cloud, where the Cloud Explorer does not list the program directories as viewable.]]> Tue, 05 Mar 2019 14:29:37 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60234/Re_How_ONLINE_RETAILERS_use_Ad#Post60234 Posted by Brian Stief:
Hi, Andrew is correct and we (Link2Systems) have installed versions of CustomerSwap, that allows a customer placing an order on any webstore, with or without payments, to be checked against an existing Adagio customer file to swap in the AR customer details from existing AR accounts into the web order customer details. We check email addresses and customer phone Numbers and customer addresses, and various combinations of these, to make sure that we have the correct match. So yes, we have ]]> Sat, 02 Mar 2019 21:13:51 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60188/Re_toolkit_for_Adagio_Cloud#Post60188 Posted by Lyndon_Olfert:
Hi Adrian, Adagio in general will give you a much more robust financial accounting framework. It is flexible (can handle multiple financial scenarios simultaneously), provides powerful reporting (Adagio's biggest strength in my view is its financial reporting that can be customized to any scenario), and it is user friendly. If you are feeling hampered by QuickBooks, Adagio is a great solution. That said, Adagio is batch based and QuickBooks is live entry based, so it will feel very different ]]> Tue, 26 Feb 2019 07:51:45 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60184/Re_Adagio_amp_Citrix#Post60184 Posted by AdrianG001:
i`m not aware about the Adagio configuration on Cloud but pretty sure about the [url=https://www.apps4rent.com/quickbooks-cloud-hosting/]QuickBooks Pro Hosting[/url] on [url=https://www.clouddesktoponline.com/citrix-xen-desktop/]citrix vdi[/url] . Soon gonna think about Adagio on citrix. Need to know more about Adagio Regards, Adrian Gates]]> Mon, 25 Feb 2019 15:43:36 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60181/Re_Payables_Manual_to_computer#Post60181 Posted by KGV:
Hi Jennifer, You can call our customer service and they can assist you. 604-736-3741 - However I'm happy to help and I'm sending you an email now. Thanks, ]]> Mon, 25 Feb 2019 14:55:47 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60180/Re_Financial_Reporter_Help_fil#Post60180 Posted by Lyndon_Olfert:
Thank you. That is helpful. I was obviously looking in the wrong place for this information.]]> Mon, 25 Feb 2019 14:53:01 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60117/Re_Re_generating_AP_payment_ad#Post60117 Posted by Dan_Desautels:
Doug is correct, if you didn't complete the additional forms step when originally processing the EFTs, then no. However, if you have Adagio DocStore and had actually printed or emailed the advice previously, DocStore will keep a PDF copy of the advice attached to the payment transaction. You would be able to access it from the "glasses" button when highlighting the transaction in the vendor transaction history. ]]> Thu, 21 Feb 2019 07:47:01 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/60015/Re_Standard_Cost_vs_Recent_Cos#Post60015 Posted by Brian Stief:
Hi Glen, Generally speaking, you have identified 2 issues as part of configuring Purchase Orders. But you need to know exactly what you are talking about because your choices have a big difference on how well your PO processing can happen. There is a reference cost that you can define that will display when you create a PO, and a default cost that you can use that will default as the unit PO cost when you make a PO for an particular item. And you get to determine which "cost" you choose ]]> Fri, 08 Feb 2019 15:54:34 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59961/Re_EFT_module_max_of_transacti#Post59961 Posted by Lyndon_Olfert:
Thank you!]]> Wed, 06 Feb 2019 09:20:21 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59719/Re_Adagio_GridView_9_3B_181107#Post59719 Posted by Softrak Support:
GridView 9.3B (2018.12.01) Hot Fix and later releases will address this.]]> Fri, 11 Jan 2019 11:54:47 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59675/Re_Deleting_a_cheque_before_po#Post59675 Posted by Steve Schwartz:
And the check will show as void in the Check Number Audit List (a report nobody ever really uses but it does have a purpose). Steve]]> Tue, 08 Jan 2019 13:42:41 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59576/Re_Payment_Terms#Post59576 Posted by Brian Stief:
Hi Ryan, In practice, a 2% 10 Days results in payments being received on or around the 10 days of the invoice date. If the discounted payment is received and applied in 12 days (within Adagio Receivables), you have to manually adjust for the discount amount or backdate the payment (to let the system calculate the payment). Both of the options are ugly and inefficient, if as a rule you are still planning to give the discount on the payment of the open invoice if they are close to the 2% 10]]> Fri, 28 Dec 2018 09:39:15 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59574/Re_A_R_and_credits_received_th#Post59574 Posted by Brian Stief:
Hi, We have picked this up and resolved. Brian]]> Fri, 28 Dec 2018 09:26:55 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59570/Re_Great_Plains_to_Adagio#Post59570 Posted by Brian Stief:
Hi Craig, Yes, we did a Great Plains conversion to Adagio 2 years ago in the Waterloo region (for references), and we're in Waterloo too. Usually, we would be doing from Dynamics to Adagio but some older GPS sites are still out there without software maintenance, but are doable with proper planning. Our conversion process, converts open transactions and transaction history. We test and can convert your data "on the fly", and once you are on Adagio, you can take your Great Plains to the cur]]> Fri, 28 Dec 2018 08:24:35 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59357/Re_Automatic_Style_Documentati#Post59357 Posted by MarlonMF:
Thank you Support. Marlon Asuncion]]> Wed, 28 Nov 2018 09:21:45 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59239/Re_Adagio_DataCare_9_3A_2018_1#Post59239 Posted by Andrew Bates:
This Upgrade boasts the following New Features:[list][*]Control the level of information emailed to make it easier to find errors in the log. [*]History can now be deleted automatically. [*]Retain runs with errors when deleting history for comparison to any new errors. [*]DocStore data files (EP*) are now backed up. [*]The Adagio Login dialog permits browsing to a UNC. [*]A “Backup” button has been added to the Adagio Toolbar. [*]Refresh Sample Data function has been added to the Help men]]> Thu, 15 Nov 2018 16:17:40 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/59199/Re_Work_Sheets_tabs_within_the#Post59199 Posted by Michael Mulrooney:
16]]> Mon, 12 Nov 2018 08:07:58 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58955/Re_CREDIT_CARD_PROCESSING_MERC#Post58955 Posted by Andrew Bates:
Softrak’s switch from Moneris to NAPS was completely painless, and the migration was designed that way. A recent NAPS review of credit card processing fees for a Vancouver Adagio site considering Adagio Payments uncovered savings of more than $160,000 [b][u]per year[/b][/u] that would be realized in moving to NAPS. They were being charged a $6,000 / month "Non PCI Compliance Fee" by their current provider.]]> Wed, 17 Oct 2018 10:22:45 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58806/Re_GridView_Views_amp_Console#Post58806 Posted by GT:
Thanks Andrew.....with assistance from Pete the export to excel without operator intervention worked beautifully.]]> Tue, 02 Oct 2018 13:52:00 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58754/Re_Order_Import_Question#Post58754 Posted by Brian Stief:
Hi, As further reinforcement, we do exactly as Steve suggests. A proven solution. We use SalesCQ as the landing zone for order imports, (review and audit), and then release into Order Entry. SalesCQ is such a natural solution for a landing zone from any webstore into Adagio Order Entry, we're surprised more people are not using it. Combine that with Link2Systems' Payments on Orders that deals with the credit card payments (coming in to Adagio) in the shopping cart portion of your we]]> Tue, 25 Sep 2018 18:33:27 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58568/Re_Add_filter_in_O_E_order_vie#Post58568 Posted by Softrak Support:
Hi chesprod, The most basic way of creating this filter would be Order Type / Not equal to / Standing Order.]]> Tue, 04 Sep 2018 14:53:46 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58563/Re_Email_attachment_from_O_E_q#Post58563 Posted by Softrak Support:
Hi chesprod, If you open the Email Queue in Adagio, for forms written to the Queue but not yet sent, and select one or more records from the grid, you can right-click and choose Attach File to include other files of any type, including Excel sheets. There are no options to attach file types other than PDF directly from the Print/Email Invoice screen in Adagio. You have to do this sort of attaching from the Email Queue. This would mean that you have to send the emailed 'To the Queue' rather]]> Tue, 04 Sep 2018 12:49:57 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58518/Re_Order_template_Order_Entry#Post58518 Posted by Softrak Support:
Look at the 'Order Type' on an Order. OrderEntry also has 'Standing Orders'. ]]> Wed, 29 Aug 2018 09:27:45 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58312/Re_Gridview_workspace_integrat#Post58312 Posted by Softrak Support:
In Adagio Cloud, the user must have access to Cloud-Explorer, or Adagio Cloud Admin user will need to copy the file(s) in Adagio Manager. Adagio Admin account can update user's settings to allow them access to the "Softrak\\Views folder if needed. In Adagio Manager, click the "Manage" tab, then click on "Cloud Explorer" menu choice. Cloud Explorer will open and then copy and paste the file(s) into the proper Softrak\Modules\Views folders. If you're still having issues then reach out ]]> Thu, 09 Aug 2018 12:19:44 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58061/Re_Terminal_Server_RDS#Post58061 Posted by Vlad Maksymiv:
Hello All of Lenmax clients are using RDS (sites with 25-55 Lanpaks). The main challenge in RDS setup is not how to install Adagio but how to choose hardware , apply (or do not apply) VM technology and configure server security and user sessions. This is not Softrak task to provide. You need MS professional or experienced windows admin. ]]> Mon, 16 Jul 2018 06:09:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58046/Re_Software_Integration#Post58046 Posted by Brian Stief:
We agree with many of the posters above. We make our business as integrations masters and Adagio is one of the easiest solutions to integrate 3rd party solutions with, especially with some of the many available solutions from Link2Systems. If you are having any issues with getting some answers for your integration questions, please contact us for a quick answer and possible solution. Best, Brian ]]> Thu, 12 Jul 2018 20:31:33 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58045/Re_ComVida_Software#Post58045 Posted by Brian Stief:
If Bruce's contact cannot resolve, we have even a better payroll solution called PayDirt that leads the way with a robust Payroll solution integrated to Adagio. And we can convert Comvita payroll on the fly into PayDirt. And if the obstacle to leave Comvita is that they do your HR and resource scheduling? Even better because we can offer you an incredible resource scheduling solution called Go Easy Care with a seamless integration to payDirt and Adagio. It's not just a great solution, but ]]> Thu, 12 Jul 2018 20:20:28 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/58044/Re_error_4102_in_order_entry#Post58044 Posted by Douglas Dickie:
To close this issue, we have assisted Paul with cleaning up his database in order to resolve this problem.]]> Thu, 12 Jul 2018 17:15:14 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57684/Re_Suggestion_ctl_F_to_launch_#Post57684 Posted by Softrak Support:
This suggestion was added to the wishlist for future releases. ]]> Thu, 07 Jun 2018 08:48:13 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57679/Re_DocStore_Features_When#Post57679 Posted by AdrianG001:
Great !! ]]> Thu, 07 Jun 2018 06:40:26 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57600/Re_excel_direct_dumping_in_csv#Post57600 Posted by Marc:
Thanks I am the user, and have all rights enabled. The "Enable SF Export" option is toggled on. I will contact my IT guys to check on the info from link you've provided.]]> Wed, 30 May 2018 12:44:24 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57572/Re_Adagio_Cloud_recovery#Post57572 Posted by Dan_Desautels:
There is an option to run DataCare without requiring exclusive access. However, from the help file: "If you don't require exclusive access, false errors could be reported if another user has the database open. For that reason, you cannot rebuild unless you have exclusive access." So you may have to review the errors and run again with exclusive access if it's not obvious from the report. I'm sure your consultant can demonstrate the many options/benefits of DataCare. ]]> Wed, 23 May 2018 19:33:58 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57564/Re_Financial_Reporter_Add_only#Post57564 Posted by Hugh:
Thanks Support! I'll stop looking for that feature!]]> Wed, 23 May 2018 15:13:24 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57453/Re_How_fast_will_someone_answe#Post57453 Posted by Andrew Bates:
We missed seeing you here - but Kyle & Brian seemed to be holding down the fort!]]> Wed, 09 May 2018 14:14:27 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57446/Re_Export_report_as_PDF#Post57446 Posted by Steve Schwartz:
Leave Printer as your destination, but click on Setup and change your printer to a PDF printer such as AdagioPDF. Then when you click on on Print, instead of printing to paper, the report will print to a PDF file. Steve]]> Mon, 07 May 2018 20:06:35 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57299/Re_Stopping_Misc_Charges_from_#Post57299 Posted by JennyD:
Thank you!!]]> Mon, 23 Apr 2018 10:33:47 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57188/Re_Tracking_Items_on_Credit_No#Post57188 Posted by JennyD:
Order Entry History and the Items Tab......why on earth didn't I think of it? I've used this many times but not at all for credit notes, just orders. It's EXACTLY what I was looking for, thanks so much!!]]> Thu, 12 Apr 2018 13:08:22 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/57107/Re_Can_I_import_an_ACCPAC_comp#Post57107 Posted by Hugh:
OK, now I know what to ask. I'll clarify the version with the vendor. Thanks Andrew!]]> Fri, 06 Apr 2018 14:10:45 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/56618/Re_Adagio_6_5_Crit_Error_1212_#Post56618 Posted by Douglas Dickie:
Gary: I'll bet very few people on this forum would even know what CM2.2 refers to. This module along with your ACCPAC Plus modules are now over 20 years old. Your Adagio modules are only a few years younger. It's been 12 years since the last time I saw a Contact Master for Windows install. Rather than relying upon software that has been obsolete since 2005 your really need to think about the fact that it doesn't owe you anything and it's past time to consider a replacement. Rather than ma]]> Thu, 01 Mar 2018 09:26:56 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/56579/Re_Email_with_MAPI_and_Outlook#Post56579 Posted by Robert E Schwoeffermann:
Thanks Brian, that is a wonderful solution. I forget that it is available for free. You told me about it years ago. I will install for two clients tomorrow. ]]> Mon, 26 Feb 2018 17:11:30 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/56272/Re_New_User_Question_Tracking_#Post56272 Posted by Steve Schwartz:
Hi Glenoo We need to know what modules you are using and the version. If you are using OrderEntry, the easiest place to find it is by clicking on the History icon and then the Items tab. You should be able to figure out what to do from there. If not OrderEntry, let us know what you are using to to your billing. Steve ]]> Tue, 06 Feb 2018 06:16:18 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/56251/Re_Restructuring_Picking_Seque#Post56251 Posted by Douglas Dickie:
Terrence: Yes you can set the Picking Sequence for each item to match your warehouse and print the Order Picking List in Picking Sequence order. Mass changes like this are always better done by exporting the data to Excel, making the change there, and then importing the Excel spreadsheet to update your Adagio data.]]> Fri, 02 Feb 2018 08:22:06 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/56082/Re_Back_up_Locked_vs_Unlocked_#Post56082 Posted by Accounting:
Thanks Andrew for the explanation. ]]> Wed, 24 Jan 2018 16:33:29 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/56079/Re_Adagio_DocStore_9_3A_17_12_#Post56079 Posted by Softrak Support:
Thank you for all those who were able to attend the Encore Presentation of the Adagio DocStore webinar. The recording will be available to view from the Thank You email sent out tomorrow, or right now from [url=http://softrak.com/video?id=363]this link to YouTube[/url].]]> Wed, 24 Jan 2018 11:50:36 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55959/Re_Closed_Period_Warning_on_Pr#Post55959 Posted by Softrak Support:
Hello Hugh, Sorry for the delay. Yes, if you create the original entry using dates for a closed period, you are stuck answering the question each time. ]]> Fri, 05 Jan 2018 13:51:06 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55938/Re_OE_Address_Formatting#Post55938 Posted by Softrak Support:
Hello Lucas, Formatted Addresses have been added to Adagio OrderEntry 9.3A (2017.12.04). ]]> Fri, 05 Jan 2018 10:14:03 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55926/Re_Adagio_GridView_9_3A_17_12_#Post55926 Posted by Andrew Bates:
A new version of Adagio GridView has been released which includes several enhancements:[list][*]Display documents attached to a transaction using DocStore. [*]Include Pie, Bar or Line Charts in a View (Adagio ChartView is no longer available). [*]View Fields can be easily sorted and Filtered [*]...and more...[/list] The major improvements are described [url=http://softrak.com/products/newfeatures/index.php?dl_id=1383]here[/url] and also in this video:[list][*] [/list] You should read the ]]> Thu, 04 Jan 2018 17:39:18 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55925/Re_Adagio_OrderEntry_9_3A_17_1#Post55925 Posted by Andrew Bates:
Adagio OrderEntry 9.3A is now available. This is a major and significant Upgrade with many features requested over the last few years. Highlights can be reviewed [url=http://softrak.com/products/newfeatures/index.php?dl_id=1375]here[/url] or you can watch this video:[list] [*] [/list] Make sure to consult the [url=http://softrak.com/products/reference/releasenotes/current/OE20171204.pdf]Release Note[/url] before considering installing the new version. [color:#FF0000]This version will re]]> Thu, 04 Jan 2018 17:22:22 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55766/Re_Crystal_Reports#Post55766 Posted by Prabodh:
Thank you!]]> Mon, 11 Dec 2017 12:22:45 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55719/Re_GL_Batch_entered_in_wrong_p#Post55719 Posted by Lynn1:
Thanks, done and everything is ok. ]]> Fri, 01 Dec 2017 08:52:17 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55673/Re_Payable_Batch_Detail#Post55673 Posted by Douglas Dickie:
From the Batch Inquiry window you can re-print the batch listing. Does that provide what you are looking for? ]]> Tue, 21 Nov 2017 17:36:16 CST https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55549/Re_Select_Period_for_Report_Se#Post55549 Posted by Hugh:
The statement groups I selected for the report set are all 'specify period' already but if I'm hearing you right, that feature doesn't extend to report sets? The reason I'm trying to use report sets is twofold... first, as mentioned in my previous query, I can't specify what printer to use from the GL print financial statement button... regardless of what I specify within the financial reporter it attempts to go to my windows default printer and I have to change printers for each report, and ]]> Thu, 02 Nov 2017 14:46:35 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55532/Re_How_do_I_change_a_fiscal_ye#Post55532 Posted by Douglas Dickie:
Cheryl We will reach out to you to determine how best to proceed with this task.]]> Wed, 01 Nov 2017 14:11:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55531/Re_Print_Button_on_Manual_Chec#Post55531 Posted by JGilbert:
Very reasonable. Thanks Andrew.]]> Wed, 01 Nov 2017 14:07:40 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55468/Re_Printing_Labels#Post55468 Posted by Douglas Dickie:
Janie: How are you printing the inventory labels to your DOT matrix printer? Same process should work. Alternatively Island Micro Systems has a great little utility for printing inventory labels. Your Adagio dealer should be able to help you out with this.]]> Thu, 26 Oct 2017 13:10:29 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55462/Re_change_default_printer#Post55462 Posted by Hugh:
Thanks Doug! I'll stop trying to make it work now!]]> Thu, 26 Oct 2017 07:33:09 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55349/Re_Optional_fields#Post55349 Posted by Colleen_L:
Thank you, that looks like it is going to work for us.]]> Wed, 18 Oct 2017 10:57:30 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55293/Re_Doing_business_in_USA_and_C#Post55293 Posted by Brian Stief:
Hi, We do not follow the forum daily so we are late responding to your question about configuration and processing within USA and Canada. I'm answering with a perspective of best practices and our experience as Adagio integrators as we use Adagio for our sales in Canada, USA, UK, and the Caribbean. I agree with Andrew's previous suggestions to talk to your Adagio consultant, but not so as to attempt with separate control accounts. This assumes you have or will have some transaction volume b]]> Fri, 13 Oct 2017 10:30:16 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55207/Re_Show_details_from_Consolida#Post55207 Posted by Douglas Dickie:
Lucas: In AR & AP Company Profile you can define how many days of history to keep. I suspect that 2014 & 2015 are beyond that set time frame so the data has been purged. Hopefully you are following a best practise approach, backing up and keeping a copy of your database at each year end.]]> Tue, 03 Oct 2017 12:10:39 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/55000/Re_Budget_data_duplicated_in_d#Post55000 Posted by Steve Schwartz:
Hi Anastasia The problem is likely with the financial statement spec. You need to show it to your Adagio consultant and they will be able to tell you how to fix it. You are asking a technical issue in the General Discussion forum, which is the wrong place for it. But even in the Technical forum, there is not information in your posting to help you. Steve]]> Tue, 19 Sep 2017 04:41:56 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54997/Re_Bank_Rec_Not_Allowing_Statu#Post54997 Posted by Steve Schwartz:
What version of Adagio BankRec (under Help | About) - include the date in parentheses. Run Data Integrity Check on the data and let us know if there are any errors. If yes, make a backup and Rebuild. Then try again. Steve]]> Mon, 18 Sep 2017 12:52:20 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54907/Re_Launch_Financial_Reporter_w#Post54907 Posted by Douglas Dickie:
Contact your Adagio dealer. They can provide and assist with installing all Hot Fixes.]]> Mon, 11 Sep 2017 09:34:31 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54711/Re_database#Post54711 Posted by Peterklassen:
customer has an array of databases and was wondering if he would need to integrate your app to an existing database he already paid licensing for.Thanks for the good response. I suspected this answer and will pass it on with confidence.]]> Wed, 23 Aug 2017 07:59:18 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54707/Re_PurchaseOrders_9_3A_170821_#Post54707 Posted by Andrew Bates:
Adagio PurchaseOrders 9.3A (170821) is now available. This Upgrade offers the following improvements:[list] [*][b]Import and Export Event Budgets[/b]. Import allows you to overwrite existing budgets. [*][b]ExcelDirect Print available[/b] for Outstanding Purchase Orders and Outstanding Receipt Invoice List. [*][b]Invoice/Adjustment Clearing Account[/b] used when there are adjustments to item cost from multiple vendors using different Vendor Document dates. [*][b]Requisition Approval User, Dat]]> Tue, 22 Aug 2017 15:35:22 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54682/Re_Time_amp_Billing#Post54682 Posted by Softrak Support:
Hi, Victor, Please contact your Adagio consultant. They should be able to give you a hand. ]]> Fri, 18 Aug 2017 13:48:03 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54586/Re_excel_and_adagio#Post54586 Posted by Douglas Dickie:
Peter: Are you talking about users RDP'ing into a Terminal Server? Each user has to have a licensed install of Excel on their Terminal Server user profile, or you could switch to Open Office]]> Tue, 08 Aug 2017 20:30:05 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54301/Re_Update#Post54301 Posted by Douglas Dickie:
Nicole: We are working with you to get this problem resolved.]]> Thu, 13 Jul 2017 12:41:47 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54264/Re_Job_Costing#Post54264 Posted by Brian Stief:
Hi Sandra, We normally do Job Shops, Project costing, or Cost Control sites with Job Costing. Our preference is Job Costing instead of Time and Billing. Best practices would also pair up Purchase Orders and Gridview with Job Costing so that you can see what is committed on PO to a job, as well as incurred costs, and compare totals to what is the budget for that category or phase. In some sites we also use Inventory. Purchase Orders are assigned to a job when posted, and the packing slip]]> Tue, 11 Jul 2017 16:12:48 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54220/Re_New_versions_of_Adagio_Ledg#Post54220 Posted by Andrew Bates:
Adagio Ledger 9.3A (170625) and Adagio Payables 9.3A (170623) have been released. This Upgrade has the following improvements:[list][*]Compatible with future release of Adagio DocStore. [*]The Adagio Login dialog permits browsing to a UNC. The Create database button is hidden unless “/C” is included on the command line. New databases are created with the extension “ADB” or the extension used by existing modules in the selected Folder. [*]A “Backup” button has been added to the Adagio Toolbar. ]]> Fri, 07 Jul 2017 09:12:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54199/Re_Decimal_Places_for_Order_am#Post54199 Posted by Douglas Dickie:
Steve: I believe Ishana indicated that a CASE contains 12 CARTON so the lowest common denominator is CARTON. The Stocking UOM is CARTON, the Alternative UOM is a CASE with a multiplier of 12, and the Selling UOM is a CASE. Then when you sell 6 CARTON @ $10.00/CASE = $5.00. But then, I always like to plug the details into sample data to confirm I have it right and I haven't done so in this case. Definitely the sales data is skewed when you make this type of change.]]> Tue, 04 Jul 2017 15:55:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54130/Re_Donation_Receipts#Post54130 Posted by Samuel Kopstick:
Hello Gary: We are an Adagio dealer. I have a non-profit user where we have worked out generating charitable tax receipts within Adagio. Very briefly, we are using three modules to make this happen: Receivables, GridView and Invoices. If you are interested to find out more detail, please contact me and we can discuss. ]]> Mon, 26 Jun 2017 08:56:44 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54128/Re_Time_and_Billing#Post54128 Posted by Andrew Bates:
Sorry, I'm not going to be able to assist you in this. There are Adagio Consultants familiar with Time&Billing, Invoices and MultiCurrency who might be willing to help you determine how best to accomplish your goal. ]]> Sun, 25 Jun 2017 20:31:02 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54124/Re_CQ_DC_Errors#Post54124 Posted by Andrew Bates:
The data could be repaired with GridView-RW if your consultant has access to that module.]]> Sun, 25 Jun 2017 17:48:35 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54013/Re_Inventory_9_2A_170608_Servi#Post54013 Posted by Andrew Bates:
The Inventory 9.2A (170608) Service Pack has been released to fix a few problems. The [url=http://softrak.com/products/reference/releasenotes/current/IC20170608.pdf]Release Note[/url] has the details. This Service Pack is significantly larger that the usual Service Pack so will take longer to download.]]> Thu, 15 Jun 2017 14:39:02 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/54009/Re_Adagio_Lanpak_9_3A_170525_R#Post54009 Posted by Andrew Bates:
Adagio Lanpak 9.3A has been released and is available for download/install. This lanpak version is required for operation of upcoming releases of Adagio. Sites on Upgrade Plans should have received their Upgrade Announcement emails.]]> Thu, 15 Jun 2017 09:59:25 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53939/Re_Printing_reports#Post53939 Posted by Andrew Bates:
If you are printing to file just to save paper, then print to PDF rather than any other format. You can do this by choosing the "AdagioPDF" printer on your printer selection list and clicking the Print button. You will be asked to name the file.]]> Tue, 06 Jun 2017 14:25:36 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53927/Re_Export_tool#Post53927 Posted by Douglas Dickie:
Alex: I have been communicating with our mutual client about upgrading their Adagio to current versions.]]> Fri, 02 Jun 2017 14:21:23 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53910/Re_Load_Report_Fail#Post53910 Posted by Andrew Bates:
Have you tried asking Google? These are pretty old versions.]]> Wed, 31 May 2017 19:12:15 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53839/Re_AP_Reports#Post53839 Posted by Bruce Gardner:
And what is the error message that appears?]]> Thu, 25 May 2017 17:18:55 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53762/Re_Financial_reporter#Post53762 Posted by Andrew Bates:
Yes. Create a Statement Group containing the Workbook and choose the sheets you want to Export. ]]> Wed, 17 May 2017 09:05:38 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53749/Re_Accounting_question#Post53749 Posted by Lyndon:
To answer simply, what could be a very long and convoluted answer: Accrual accounting is what needs to be followed to be compliant with any type of external reporting requirement. Managing cash is a management function: reviewing accounts receivable and accounts payable and determining current available cash and cash-flow available to meet operational demands. ]]> Tue, 16 May 2017 12:29:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53740/Re_AP_has_stopped_working#Post53740 Posted by ITSS:
Logging into AP works fine. Entering new info and looking up previous info seems to work. However, when attempting to run a report the system seems to do nothing for a moment and then pop up with the message Adagio Payables has stopped working. There is the 'view details' button. Selecting that tells me there are log files I can read to get more information. They are found in c:\users\persons name\appdata\local\temp wer25b8.tmp.werinternalmetadata.xml Looking in that folder h]]> Mon, 15 May 2017 09:59:26 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53598/Re_Trend_Micro_Anti_Virus_repo#Post53598 Posted by Andrew Bates:
We have had reports this morning of Trend Micro Anti-Virus reporting and quarantining Adagio modules with a false positive report. This will make your shortcuts inoperative. You need to tell Trend Micro that the EXE's are safe to run. Unfortunately, false positive virus reports are a fact of life today.]]> Wed, 03 May 2017 11:51:42 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53571/Re_Import_a_list_of_items_from#Post53571 Posted by Andrew Bates:
The is a (very large) [url=http://softrak.com/resources/technicaltips/download/impexptechtips.zip]document[/url] on our Tech Tips page that describes the layout of every importable file in Adagio. You should probably review the video on how Imports work generally:[list][*][/list] Although I said that you might enlist some expert help if this was going to be a recurring requirement, it might be even more valuable to invest it if this is going to be a one-time event. With a copy of your databas]]> Tue, 02 May 2017 16:28:11 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53414/Re_Adagio_Console_9_2B_170323_#Post53414 Posted by Andrew Bates:
A new version of [url=http://softrak.com/products/adagio-console-li]Adagio Console[/url] is now available. This upgrade provides the following improvements:[list] [*]Improvements to email of automation batch logs, including multiple recipients, support for secure email servers and encrypted authentication passwords. [*]XConsole shows full Application Name not just App Prefix. [*]XConsole can automatically shut down Adagio applications when a station goes to sleep or hibernates. [*]Adagio Con]]> Thu, 20 Apr 2017 17:09:41 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53349/Re_Sage_50_CAD_to_Adagio#Post53349 Posted by Lyndon:
Hi Righard, Aboriginal Strategies focuses exclusively on First Nation capacity development. We have been Adagio dealers for many many years. We would be happy to show you what Adagio is capable of doing for First Nation financial reporting and budget monitoring. Let us know of you would like any further information.]]> Mon, 10 Apr 2017 06:04:52 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53200/Re_Adagio_ODBC#Post53200 Posted by Douglas Dickie:
Alex: Given that your client has already tried to install ODBC, maybe they already own in and just need to get current. I don't have access to this data (as a dealer I only get access to my own clients data) and I don't believe the developer would respond to this question either without knowing who the end user is. All Adagio modules are sold through the dealer channel so I recommend you contact them for pricing. Not sure what you are referring to by "Is-this the same tool as your expor]]> Mon, 27 Mar 2017 12:23:03 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53196/Re_Shipworks_and_Adagio#Post53196 Posted by Brian Stief:
Hi Clay, Steve Schwartz can connect with you for us to arrange a demo of our Ship2Link shipping software solution. Ship2Link does integrate with a number of shipping solutions including the 3 that you have mentioned, being FEDEX, UPS, and USPS (US Postal). And we understand how your Shipworks functionality works that shops for the best rates for your shipments. http://www.link2systems.com/ship2-link It sounds like you are requiring shipment line details for international shipments w]]> Mon, 27 Mar 2017 10:47:50 CDT https://portal.softrak.com/ubbthreads/ubbthreads.php/topics/53111/Re_Sales_CQ_Created_by_User#Post53111 Posted by Softrak Support:
Hello Susan, These fields are available to be added to the Quote list in SalesCQ 92A (170221).]]> Tue, 21 Mar 2017 15:36:02 CDT