Users Permission Templates

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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

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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

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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

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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

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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

PayPal – Troubleshooting In E-commerce

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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

E-mail Invoices

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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

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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

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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