How can I add YTD figures mid year not using any
budget numbers? We took on the books from another org.
that were using Simply Accounting software and I don't
know how to enter them in Adagio so I can generate Fin.
statments, TB, etc.??? Please help!

You would need to get a TB from Simply and create a batch in adagio with the current balances from the Simply TB.

An easier way is to contact Bob Wisener of Dakota Software and have him convert the Simply data to Adagio.

http://www.dakotasoftware.com/dataconversion.html

If you only need TB numbers in Adagio Ledger from Simply, it is quite easy to export the TB from Simply to Excel, make a few adjustments and import as a batch into Adagio Ledger. However, if you want more data (outstanding Payables/Receivables etc.), calling Bob is the way to go.

Hi!
I know this is probably stupid to ask! But how do I
import TB from excel into Adagio and do a batch from
there as I would like for do up Fin.Stat./TB, GL as
well after that. Any advise is appreciated.
Thanks!

Select File / Import / Batches / Detail only.

Click on the tab "Import Field Selection" and look at the Selected Fields list there: these are the columns you will need in the import file.

Record type - D
Entry Number - Sequential number starting at one
Fiscal Date - in the form 20090831
Fiscal Period - 1 though 12
Account Code - like 4567 (up to six characters, leading spaces may be needed)
Department Code - like 4567 (up to six characters, leading spaces may be needed)
Source Code - GLOB set this up in advance (Edit/Source Codes) Do not enter the comma
Reference - text
Transaction Date - in the form 20090831
Description 1 - text or blank
Amount - format 23456.89 leading minus sign for credits

Import only the accounts with non-zero balances.

Import Chart of Accounts first, then the batch. Omit all H, T and S accounts. (Add a column for I, B or R account types.)