Flex Grid Tie In Settings Required for Online Scheduling

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

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”

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

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

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

Important Update: New Look & Feel for Items/Parts Pages

Marisa ShawCannabis Updates, Core Features, General News and Updates, MJ Tips and Tricks, Tips and Tricks1 Comment

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

2021 Year-End System Assessment

Marisa ShawCannabis Updates, General News and Updates, MJ Tips and Tricks, Support, Tips and TricksLeave a Comment

Adilas is now offering an end-of-the-year review service for our clients, to assist with closing 2021. The assessment starts at $300 and we will examine the following areas of your Adilas system: Balance Sheet System Maintained Assets Banks Accounts Receivable Inventory Liabilities Accounts Payable Purchase Orders Sales Tax Equity Profit & Loss Statements We will create a “report card” of … Read More

Year End Totals Page Has New Functionality and New Forms

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

We hope our clients find the new year-end totals page more helpful when viewing their W-2 and 1099 reports. To access the page from the classic homepage, click on the Liabilities tab. Then click on Payroll Homepage. From here you will see a link at the top called “Year End Totals.” Click on this button. The list on the left … Read More

New Sort Functions Now Available on Balance Sheet

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

Users will notice that their existing user maintained balance sheet items are now in numerical order starting with the number “1.” These numbers were system generated when the item was created. All subsequent user maintained balance sheet items will follow suit in numerical order. If you wish to reorder these items, click edit main to the right of the item. … Read More

Venmo Money Type Added to Adilas

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

Now Venmo is available as a money type in adilas. In order to add this money type to your list, you will need to access the money type settings page. From the Classic homepage, click on Management. Then click on Manage Corp Info & Permissions. Click on more options. Click on the link for Select Money Type Settings. Scroll down … Read More