Add Invoice Only “Permission”

Cory WardenFrequently Asked Questions, General News and Updates, Help Files, Support, Tips and TricksLeave a Comment

New invoice only permission

Now there is a new limiting permission which restricts the user from viewing more than one invoice at a time. If the user has basic invoice permissions, they can operate in a shopping cart and make a sale. They can also look at the last invoice created. To find the permission, do a ‘ctrl f’ for 175. You will find … Read More

Add Due Date and Credit Terms to Invoices

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Due Date and Credit Terms to Invoices

Now you can view your invoice due date and credit terms on your invoice. There are several settings that need to be configured in order to see this information on your invoices. From the classic homepage, click on management, then manage corp info and permissions. Click on corp-wide settings. Then click on the navigation link on the right for invoice. … Read More

Track Project Time in Elements of Time

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Elements of Time is a robust component of adilas that has myriad applications for your business. This update highlights new functionality that allows you to track time that has been spent on specific activities/projects by one or multiple people in your company. To get started with Elements of Time, you first need to set up your template or templates. Templates … Read More

New CRM Report: Show All Email Addresses

Cory WardenCore Features, General News and Updates, Help Files, Tips and TricksLeave a Comment

Now you can run a report to show the email addresses from your main contact information, as well as your additional contact information. From the classic homepage, click on system maintenance. Click on customer homepage. Click on advanced customer search**please note that the word “customer” is dynamic and varies based on your corp wide settings. Click on more options and … Read More

Adilas.biz Security and Data Loss Prevention Information

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Security at adilas.biz is provided within the system architecture and by Hostek. Hostek is a leading, managed technology, I.T. infrastructure, and Web hosting company that has been around since 1998. Adilas backups are provided and stored on-site at Hostek. Operations are based out of Tulsa, Oklahoma, and have data centers (with redundancy and backup) in St. Louis, Missouri, and Ashburn, … Read More

How to Set Tiered Pricing in e-Commerce

Cory WardenCannabis Updates, MJ Tips and TricksLeave a Comment

Using Parent Attributes (also known as Parent Tags), users can create tiered pricing for pre-packaged cannabis to be sold through the Adilas e-commerce platform. Navigate to the Items Homepage and click on more options. Select “Add/Edit Parent Attribute Categories” Select “Add New Parent Attribute Category” The name of this category must be labeled as “Tiered Pricing”. If you would like … Read More

Year End Totals Page Has New Functionality and New Forms

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We hope our clients find the new year-end totals page more helpful when viewing their W-2 and 1099 reports. To access the page from the classic homepage, click on the Liabilities tab. Then click on Payroll Homepage. From here you will see a link at the top called “Year End Totals.” Click on this button. The list on the left … Read More

New Sort Functions Now Available on Balance Sheet

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Users will notice that their existing user maintained balance sheet items are now in numerical order starting with the number “1.” These numbers were system generated when the item was created. All subsequent user maintained balance sheet items will follow suit in numerical order. If you wish to reorder these items, click edit main to the right of the item. … Read More

Venmo Money Type Added to Adilas

Cory WardenCore Features, Frequently Asked Questions, General News and Updates, Help Files, Tips and TricksLeave a Comment

Now Venmo is available as a money type in adilas. In order to add this money type to your list, you will need to access the money type settings page. From the Classic homepage, click on Management. Then click on Manage Corp Info & Permissions. Click on more options. Click on the link for Select Money Type Settings. Scroll down … Read More