Our Adagio Accounting Support Blog
How Adagio DocStore Eases Document Management
With Adagio DocStore, all accounting-related document images can be stored and indexed for immediate retrieval, even remotely. Adagio DocStore allows you to keep all of your accounting documents electronically stored as PDFs, and linked to their specific transactions....
Adagio Tip of the Month: Page Break in Financial Reporter
Question: I am wondering how to set a hard page break in Financial Reporter. I have searched the help, but cannot seem to find this option. Answer: With the Financial Reporter and the desired statement open, highlight the row where you want to insert a...
Adagio Tip of the Month: Stop Posting Into Another Year
Question: Is there a setting in AR and AP to stop a user from posting into a fiscal year that is not open? Or a warning if a user attempts to post into a fiscal year that is not the current fiscal year? Answer: Yes. In the Company Profile, on the...
Adagio Tip of the Month: Create a PO from an Order in OE
Question: Is there a way to create a Purchase Order from an Order, or visa versa, where you have created a Purchase order and would like to Create the order in OrderEntry from that PO? Answer: Yes, there are two ways to create Purchase Orders from...
Adagio Tip Of The Month: Multiple Items on Invoice Specifications
Question: I have a very basic invoice specification file and I have 6 invoice items to add to the invoice. However I can’t seem to get the invoice to display more than 5 of the 6 items, no matter how I shift things around on the spec. There is more than...
How To Email Forms From Adagio
The fastest and most efficient way to send forms to your customers and vendors is by email. It is simple to generate these emails, to send the forms, and to include any associated attachments. To email a form, open your form from either a document grid or a menu. An...
Adagio Tip of the Month: Restore Deleted Invoice Batches
Question: Is there a way to restore cancelled or deleted batches in the Invoices module? Answer: Yes. Recover Batches has been added as a feature in the Invoices 9.3B which was released this past fall.There is also an option in the Security Group: Delete...
Adagio Tip of the Month: Can’t Edit Posted OE Invoice
Question: In the Company Profile, we turned ON the option: Allow editing of invoices/credits. In the Allowable editing fields, we turned ON every field. The user belongs to a Security Group which has full rights in OE. Yet, when I double click on a...
Adagio Ledger: A Budgeting and Forecasting Primer
Setting baseline target budgets for your sales and costs is important in managing your business. Adagio Ledger provides many flexible methods for entering these amounts. To manually change budget amounts, from the Edit menu, select Budget Data. There is a second set...