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

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

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

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

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

Cory WardenCore Features, Frequently Asked Questions, General News and UpdatesLeave a Comment

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

Marisa ShawCore Features, General News and Updates, Support, Tips and TricksLeave a Comment

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

Editing Images for Your Categories on e-Commerce

Marisa ShawTips and TricksLeave a Comment

If you need to change or update the Category images on your e-commerce, you can easily update those images inside of Adilas and it will automatically update them on your e-commerce. Please follow the steps below: Navigate to the “Items Homepage” Select the “More Options” button, then select the “Add/Edit Item Categories” link On the Add/Edit Categories page, scroll down … Read More

New Metrc API Homepage Look/Feel

Marisa ShawCannabis Updates, Core Features, SupportLeave a Comment

In an effort to modernize the look and feel of the Adilas system, we will be launching an updated view of our Metrc API Homepage. This new view includes minimal changes to the functionality of the page and mostly deals with the arrangement and placement of the buttons within the page. The “More Options” button has changed to a link … Read More