Adagio Invoices 9.0B 2011-11-02 (Nov. 2, 11)

9.0B release notes
Video demonstration of 9.0B

   Report Favorites allow saving Reports with specific options chosen.

   Report Sets allow the grouping of Report Favorites into a single print job that will run unattended, and may be launched from a command file. A log is generated that records the printing status of each report in the set. Use Report Sets to automate the printing of all your month end reports.

   Supports Adagio ePrint and print to the AdagioPDF printer driver.

   Optionally prints accounting or customer copies of invoices and credit notes to PDF.

   Supports the 'Send to BankRec' option in Payment Methods added in Receivables 9.0B (2011.07.27) when posting invoices with payments. Allows explicit control on a bank-by-bank basis whether cash transactions flow to Adagio BankRec.

Version 9.0A | 2011-03-17 (Mar. 17, 11)

9.0A release notes

• Compatible with Windows 7, including MAPI interface to Outlook.
  
  
• File | User Preferences menu added to control program appearance and menu bar. Supports implied decimal entry and SmartFinder auto-advance. User can set and save their own desktop color. The program and menu toolbar icons have been updated.
  
  
• The ExcelDirect button has been added to many grids to allow single click export of information to an Excel spreadsheet. A progress bar and Cancel button has been added where exports may take longer than originally anticipated. The button may be configured to created a CSV file and load an alternate application on workstations where Excel is not installed.
  
  
• Import / Export is now completely template driven. You can define the layout of the external file to read and write, greatly simplifying the import of invoice information into the program. At its simplest, an import file can consist of a customer code and repeating rows of item number and quantity to generate a complete invoice. Payment information can also be included on an import. Imports can be automatically processed on application startup, greatly simplifying the integration with external applications. Export / Import now only supports Excel and text file (CSV, PSV, TSV) formats. Import errors are now recorded in a log file.
  
  
• Invoices 9.0A now fully supports all the additional features of Adagio Receivables V9.0A, including formatted addresses for customers and ship-to locations with larger entry fields for the address information. Departmental overrides for revenue from the customer territory or ship-to are also supported.
  
  
• When copying items, you are immediately placed in "Edit mode" for the newly created item. A company profile option allows you to choose which tab is initially displayed when an Invoice is being created or edited.
  
  
• Statistical units from sales will be passed to the general ledger account if that feature is turned on in Adagio Ledger V9.0A. Customers can be located by name, phone number or document number during batch entry by clicking the "Find" button.
  
  
• When integrated with Adagio JobCost, Adagio Invoices allows different phases and categories of a job to be credited with revenue from different line details of an invoice. You can now automatically generate retainage invoices based on the amounts that are now due.
  
  
• You can request a warning be displayed if a credit note is issued for an invoice for which a credit note has already been created.
  
  
• User ID, Date and Time stamps are now maintained for all batches and transactions.
  
  
• You can now press F7 to spelling check all text fields on the text tab and detail screen.
  
  
• You can now print invoices and credit notes to a file as a PDF, rich text (RTF) or plain text (TXT) document. Memo fields can be printed in a mono-spaced font (such as Courier) to preserve character spacing. A company profile option (on the System Options) can be set to make this the default behavior. You can choose to print amounts on credit notes as negative amounts if this makes it clearer to your customers.
  
  
• Restoring an invoice from history now allows updating some or all of the fields on an invoice. The update can be restricted to the address fields, or broadened to include pricing and tax information.

Version 8.1B | 2009-05-08 (May. 8, 09)

8.1B release notes

• 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.

Version 8.1A | 2007-09-21 (Sep. 21, 07)

8.1A release notes

• 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.