In the next week or two, the Elements of Time Homepage will have a new look. The homepage for Elements of Time works the same but has some added functionality. Please see image below and refer to the numbered list underneath for details. 8. This is the grouped view. Please see screenshot below. 9. This view shows details. 10. This … Read More
Add 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
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
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
Product Registration & Warranty Functionality
Please click here to watch a short video on how the product registration and warranty functions in Adilas. This is a great solution if you are selling any products that allow for warranties. If you are interested in integrating a workflow for online product registration please reach out and we can get you a quote. The best way to reach … Read More
New Look for Working with Time
There is a new look for the Working with Time page. When you click on an Element of Time that you have scheduled on your Elements of Time Homepage, the new layout will look similar to the screenshot below. This is completely based on how your time template is set up, so yours may differ from this example. Below you … Read More
New CRM Report: Show All Email Addresses
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
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
Scheduled Expense Receipts
Did you know that Adilas has a function for scheduling reoccurring expense receipts? These Scheduled ERs work best for reoccurring expenses where the vendor, dollar amount, and BSI bump option (how it is entered on the balance sheet) are the same each time (monthly, quarterly, annually). First, you will need to create an original Expense Receipt for the service or … Read More
REMINDER: Data 4 Server Maintenance 4/26/22 from 2 am – 4 am MST
NOTE: This message only applies to our current clients who reside on our Data 4 server. To see which server you are on and if this message applies to you, please look in the URL bar of your browser. If it says data4.adilas.biz this message is for you (see example below). We do not expect any of our clients (including … Read More
PO Line Item Rounding for Internal Builds
Adilas has a way for every PO Line Item (on all PO types) to go through a rounding function where the system will do the calculations in the background for you. There is a keyword of “auto” that we use behind the scenes that is used to force the math update. If a real rounding number is submitted manually by … Read More
Important Update: New Look & Feel for Items/Parts Pages
First of all, we would like to extend a sincere apology to our clients for the inconvenience and confusion that was caused by our update, which occurred on the morning of February 24th, 2022. Some of the updates have been reverted back to their original state until we can come up with a better solution for all of our clients. … Read More
