**This function will be live on Wednesday, May 31st***** We now have the ability to add an API key at the user level so that transactions sent to METRC are linked to the user who performed the transaction. You will still need to have a corp level API key in order for the other processes that happen between METRC and … Read More
New Key Performance Indicators Dashboard
To access this dashboard, click on the reports link and then go to the reports homepage. Then click on KPI report under the invoice column. You will see a snapshot of the current date. You may also search for a different date. If you are using the Dispensary home Med or Dispensary home Rec as your sales interface, you may … Read More
New Advanced Part Search and Export Settings
Now you can choose what fields show up in a part search and a part export. Please note that the word ‘part’ is dynamic and may be named ‘item’ or ‘mj item’ or ‘inventory item’ in your system. It is the generic term for inventory. From any page in adilas, click on the magnifying glass and choose parts/items/mj items/inventory items(your … Read More
Balance Sheet Item Added to Quick Search
From any page in adilas you can quickly navigate to the balance sheet. Some search options include: Type in a specific date for the balance sheet. The search will take you directly to that date. Enter a number for a user maintained balance sheet item. You will land on the user maintained balance sheet item you chose. Type in the … Read More
Use the New Look for 2023 or Keep the Old Look
You most likely have noticed some new looking pages in Adilas, particularly in the banking area. If you don’t want to use the new pages, you can switch a setting and have access to the old look. You can always switch back to the new look when you have the time or feel like you are ready for the change. … Read More
New Interface for Online Scheduling
**Please read news and update titled “Flex Grid Tie In Settings Required for Online Scheduling” first. Now your clients can reserve their spot for events or appointments online through your integrated Adilas e-commerce. To start, you will need to create a master time template for Elements of Time. Please consult the previous news and update titled “Track Project Time in … Read More
Flex Grid Tie In Settings Required for Online Scheduling
In order to use the online scheduling interface, there is some manual setup required at this time. We intend to automate these settings in the future. When we do automate them, we will also open it up to be more dynamic per company to help fit your scheduling needs. For the time being, please follow the steps listed below. 1.)From … 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
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
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
Editing Images for Your Categories on e-Commerce
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
