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New Features
Adagio Invoices 8.1B
Compatible with Adagio Receivables 9.0A and earlier versions. The Customer Edit and Customer Inquiry functions support the new features in the Customer in Adagio Receivables 9.0A wherever possible.
Adagio Invoices now maintains a list of deleted Invoice and Credit Note numbers to improve the audit trail. The report that lists these numbers also indicates what caused the invoice to be deleted.
Payments entered in Adagio Invoices may be sent directly to Adagio BankRec.
Supports ‘Skip credit check?’ option in AR Terms. This allows skipping the “over credit limit” warning for COD terms where payment in full is required. Also supports the option 'Payment Required' to Terms. It can be set to 'None', 'Partial' or 'Full'. Setting to 'Full' allows a business to have a Receivables account for customers for whom they wish to record purchases history, without extending credit terms.
The Adagio log on process has been improved. The user can be identified through their Windows authenticated user ID using the “remember user name” and “remember password” options on the log in dialog. The Previously Opened database list is now saved by Adagio User rather than for all users. The Previously Opened list also displays the date the data was last accessed by the user.
Date entry has been improved by recognizing a single number as a day and defaulting the month and year of the entry. Four digit numbers default the year. Entering “12” into the date control with the sign-on date being Feb 26, 2008 will result in February 12, 2008 being returned to the application.
Adagio Invoices will optionally create a backup of related data whenever a Data Integrity Check completes without errors. Adagio Invoices will always create a backup of a database prior to applying any “fix” as a result of the “Rebuild” option being selected to repair damaged data. Backup details are written to the log file.
When interfaced to Adagio JobCost, you can now allocate invoices to the phase and category level. ‘Include tax on transfer to Job Costing’ now allows the option to not send taxes at all. Adagio Invoices can now calculate taxes after the withholding of any retainage amounts. This greatly simplifies the management of retainage invoicing and allows the use of a single tax table for accurate tax calculations of regular and retainage invoices.
And these changes were made in earlier versions:
Version 8.1A (September 21st, 2007)
SmartFinder can
now search on multiple criteria. Select up to five separate rules using "AND",
"OR", "AND NOT" and "OR NOT" conjunctions between rules. Use SmartFinder to
easily create mailing lists and simple reports. Sending a SmartFinder result
list to Excel has been improved, with better formatting of dates and numbers.
WebSafe
integration under File | Backup allows secure, offsite, automatic backup of your
accounting data to the web, (optionally) each time a backup is made. Full
details about WebSafe can be found here.
Fax images are now generated
directly, rather than using the Softfax printer driver.
Full multi-currency accounting
support when used in conjunction with Adagio Multi-Currency V8.0C or higher.
E-mail
invoices and credit notes as PDF attachments with customizable cover letters,
including fields from the document and customer. E-mails are queued prior to
transmission, and can be resent from the queue. Documents may be faxed or
e-mailed to the ship-to address.
Sort invoice and archive batches into
sequence by different fields, including customer number, name, zip code or
salesperson.
Update archive can now update many fields from Customer and Inventory
Items. Additional fields have been added to update Ship-to and Item fields.
Pop-up
alerts will be presented if set up for customers, inventory items or ship-to
locations.
Additional optional fields (3 strings, 2 dates, 2 amounts and 2 units)
have been added to the invoice header. Customer optional fields, available in
Adagio Receivables V8.0, may be automatically copied to the invoice header.
Adagio Inventory optional fields, available in V8.0, may be optionally copied to
the invoice detail.
View History has been added to allow users to scan historical
documents without giving them the ability to restore or delete. History
functions are now fully multi-user.
A payments tab has been added to the
document for processing payments with an invoice. Payment information is now
displayed on the Totals tab. A company profile option can turn the payment
feature on or off.
New invoicing fields added to Receivables V8.0 are used when creating
invoices. This includes a default ship-from location and default payment method.
Inventory Item Inquiry has been added to the Invoices menu, with the added
ability of editing items, alternate items and alternate price lists.
Sell
items from Adagio OrderEntry's price list, as well as from Adagio Inventory.
Import
invoices with Adagio Inventory Items. This allows you to import invoices
containing a mix of item types.
Control which fields are posted to
Adagio Receivable reference and description fields.
Create custom Views and place them on
the Adagio Invoices' Inquiries menu with Adagio GridView.
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