The payee permission homepage has been redesigned to be more mobile friendly, improved look and feel, and a new search filtering option to find payees quicker. How to Get to It: Classic Homepage > Management (tab) > Add/Edit Payees & Permissions (link) Written Instructions In this help file we will be going over: How to Add a Payee Image Payee … Read More
Users Permission Templates
User Permission Templates will allow a corporation to create templates of permissions for users such as Admin, Teller, Accountant, etc. Each permission template can contain any number of permissions available within the system. A permission template can then be applied to any user. Templates can be applied in succession to a user for those users who perform multiple sets of … Read More
New Setting Homepage and Corp Wide Setting Page
The “Manage Corp Info & Permissions” page and the “Corporation-Wide Settings And Defaults” page have been redesigned. “Manage Corp Info & Permissions” page “Corporation-Wide Settings And Defaults” page The “Corporation-Wide Settings And Defaults” page has also received a reconfiguration of its settings. Settings have been broken up into different categories. As of 7/27/20 these categories are as follows: Corporation Terminology … Read More
New Payee Permission Home
Here is a sneak peek of the new payee permission homepage, which is receiving a face lift. It also includes the ability to search/filter users to more easily find who you are looking for. This page should be going live between July 28 and August 8. Upon launching or shortly thereafter this page will receive a dedicated help file and … Read More
New Classic Homepage
This new look is scheduled to launch end of day on Thursday, June 18, 2020. It is the first of many pages that will be getting a makeover. The new Classic Home Page removes the three click process down to two clicks or less. It also features a more slimmed-down version of the quick search and a ‘more options’ header … Read More
Custom Feeder Options
Custom Feeder Options This feature allows you to filter, either on a corporation or payee (user) level, the News and Updates page and footer feeder options. Sections How The Feeders Work News and Updates (main feeder) Footer Feeder Options Custom WordPress Feeders How The Feeders Work Payee Options: off + Corporation Options: on = Corporation Wins Payee Options: on + … Read More
Timeclock & Midnight Hours
Timeclock & Midnight Hours Although Adilas timeclocks do not allow time to cross over the midnight hour, there is an automated setting to help with the graveyard shift. The users must be set to a work shift of grave. This is done on the Payee to Department page per user (same place that tax settings and withholdings are setup). When … Read More
PayPal – Troubleshooting In E-commerce
PayPal – Troubleshooting In E-commerce If you select a new merchant processor, but it has not switched from PayPal, consider this possible scenario: There may be another setting that is on and needs to be turned off for your new merchant processor to take precedence. How To Get To It: Other (header tab) > Other Settings > E-commerce Settings … Read More
Voided Expense – Did Not Void
Voided Expense – Did Not Void All The Way There are many reasons this could happen, for example: One person has the expense open and another person is voiding the expense. In this case, the one user doesn’t get to see what was done until the page is submitted, thus creating a disconnect. Another way this could happen is when … Read More
E-mail Invoices
E-mail Invoices Adilas has the ability to e-mail invoices. This feature has actually been available for some time, but now includes the new e-mailing system with all its variables and capabilities. How to E-mail Invoices: Home (header tab) > Invoice Homepage > Select an invoice (select the printable link option to the right) > E-mail (button) Select an Invoice (select the … Read More
E-mail Quotes
E-mail Quotes Adilas has the ability to e-mail quotes. This feature has actually been available for some time, but now includes the new e-mailing system with all its variables and capabilities. How to E-mail Quotes: Home (header tab) > Quote Homepage > Select a Quote (select the printable link option to the right) > E-mail (button) Select a Quote (select … Read More
Password Retrieval/Renewal
Password Retrieval/Renewal This feature is slightly misnamed as labeled below. It really should be called password retrieval. It allows a customer to be able to retrieve their password if they enter in a valid e-mail. The password will be sent to their e-mail account as a security measure. They can then, if they desire, log in and change their password. … Read More