Now when a user voids a deposit or expense receipt, it will automatically be voided (zeroed out) on the balance sheet. Below will demonstrate what this process looks like with an expense receipt. The same steps will be taken with a deposit. Create an expense receipt and allocate it to the balance sheet as usual. See that the expense receipt … Read More
How to Add Balance Sheet Item Numbers to your Chart of Accounts
To ensure that all line items you wish to allocate to the balance sheet receive the proper balance sheet item number, it is helpful to set these up as defaults in your chart of accounts. In the example below we will be demonstrating how to set these up for your deposit types. The same steps will be taken when setting … Read More
New Feature…Using Barcode Quick Cart Alongside Smart Group Tiered Pricing
Now Adilas users can take advantage of corp-wide settings that allow them to scan/type a barcode into the shopping cart to add items directly AND scan/type barcodes for items connected to smart group buttons, add weight, and have it entered correctly into the shopping cart. First there are a couple of settings that are admin level and need to be … Read More
Loyalty Points Program Now Tracks Actual Cash Value
Most Adilas users will not notice anything different about these upgrades to the loyalty points program, but those who want to track their liability will be interested in these developments, as well as those who aim to comply with new tax rulings regarding loyalty and rewards programs released this March 2020. When the user creates an invoice for a loyalty … Read More
Assigning Parent Items to Smart Buttons
A new feature has been added to streamline adding parent items to Smart Groups for Tiered Pricing. This functions with existing items and can also be utilized when creating a new item. This update will demonstrate how to add an existing item to the Smart Group. Navigate to the MJ Items Homepage. Type in the MJ Item you want to … Read More
Payee Permission Homepage
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
How to do a Wholesale Transfer Invoice
There are new settings that allow you to create a wholesale transfer invoice in adilas. These settings accomplish three things: 1) You can sell inventory at cost without manipulating the items in the cart. 2) You can add a mark-up for wholesale without manipulating the items in the cart. 3) If you are in a state that reports to METRC, … 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
Printing POS Labels is Easier Than Ever
We have simplified the POS label printing process. Once you start a new cart, click on the settings gear to the left of the “Clear Cart” button near the top of the page. There are three easy settings. Once you set them, they stay set until you change them. 1)Make sure to set auto print to on. 2) If you … Read More
