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UPCOMING WEBINARSThere are no scheduled webinars at this time. USER LOGINPlease login to gain access to our recorded webinars. If you are on an Adagio Upgrades Plan and a member of the Softrak Support Forum, log in using your forum username/pw. If you are not on an Adagio Upgrades Plan, and previous arrangements have been made for you to view a recorded webinar, please contact us.
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WebinarsAdagio Accounting SoftwareSoftrak presents a series of webinars each Wednesday Adagio BankRec
Adagio BankRec greatly simplifies the management of your bank accounts and cash balances. We'll review the integration with Adagio Receivables, Payables and payroll, including how to retrieve cash payments efficiently from Receivables 9.0. We'll cover entering and posting cash receipts (including printing an official receipt if necessary), and show how BankRec simplifies the processing of NSF checks. Finally, we'll demonstrate reconciling a bank account manually, and using Adagio BankRec's electronic reconciliation.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio BankRec
Adagio Common Features - Daily Maintenance
This webinar is perfect for people considering purchasing or just getting started with any Adagio module. The presentation discusses features and benefits available throughout Adagio that may be done regularly, such as data file backups and integrity checking. Participants are shown how grid filters and styles can quickly identify records with special status. See how to keep track of date particular information by user, or generate pop-up messages when selecting records in specified functions. Update your records en masse by exporting them to an Excel spreadsheet, make changes or corrections and re-import just the changes back. And more…
Adagio Common Features - Transaction Entry
This webinar is perfect for people considering purchasing or just getting started with any Adagio module. The presentation discusses features and benefits available throughout Adagio related to transaction entry, such as driving entry with the keyboard and other tips for increasing efficiency. Participants are shown how to customize the data that grids display to quickly answer common inquiries. Find out how to use the SmartFinder as a simple report writer and export tool. See how security is implemented, and how you can keep users from accessing specialized functions. Learn how copying batches can save lots of time in repetitive entry. Find out how to speed the launching of an Adagio application. And more..
Adagio DataCare
Your company data is one of your most important assets – learn how to take care of it as best you can! Adagio DataCare will determine if there are any errors in the data for you, even unattended and overnight, and can fix those errors for you. Learn how to make backups and send emails depending on whether the data integrity was clean or had errors. Set up different checks to run at specific times, either as a delayed job or a Windows scheduled task, for any or all of Adagio program data. Compact the size of files to eliminate empty space and even improve performance.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio DataCare
Adagio ePrint 9.0A
Adagio ePrint V9.0A is a brand new Adagio module that provides these important benefits:
• Reduce paper production and cost. Go green! • Save time filing reports • Save space for filing cabinets • Make sure audit copies are printed and filed securely • Save time and expense distributing reports • Provide electronic access to information for multiple users Adagio ePrint can be installed, implemented and trained in minutes. Immediately compatible with GL, AR, AP, OE and IC; all future releases of Adagio will support this important module. Adagio Financial Reporter - Getting Started
Adagio’s award winning Financial Reporter is used in both Adagio Ledger and Adagio FX to create any kind of formatted financial statement you require. We’ll review the Designer tool bar and the various “Views” the reporter provides into the chart of accounts and departments. Using an existing statement, we’ll demonstrate the structure of a SmartSheet™ and the flexibility it provides. Find out how the various SmartSheet commands (such as “.Range” and “.ColSpec”) work. We’ll show how to drag-and-drop accounts onto the statement to use it with any chart of accounts. Statement Groups allow you to automatically print a complete set of statements without operator intervention. Find out how they can completely automate your period end reporting requirements.
RECORDED VIDEO
Type:
General Training
Level: Introduction
Adagio Financial Reporter - Intermediate
This second webinar on the Adagio Financial Reporter builds on the "Getting Started" introduction and demonstrates some more advanced features. You'll see how to create departmental and 12 month comparatives. You'll find out how the .ColSpec and .Verify commands can simplify your statements. You'll see how easy it is to add calculations such as net variance and percent of total to your templates, and how to add rows and columns with a few mouse clicks. Make your statements shine with your company logo and then see how statement groups can completely automate your period end statement production and distribution.
RECORDED VIDEO
Type:
General Training
(Video Unavailable) Adagio Financial Reporter - Intermediate
This second webinar on the Adagio Financial Reporter builds on the "Getting Started" introduction and demonstrates some more advanced features. You'll see how to create departmental and 12 month comparatives. You'll find out how the .ColSpec and .Verify commands can simplify your statements. You'll see how easy it is to add calculations such as net variance and percent of total to your templates, and how to add rows and columns with a few mouse clicks. Make your statements shine with your company logo and then see how statement groups can completely automate your period end statement production and distribution.
RECORDED VIDEO
Type:
General Training
Level: Intermediate
Adagio Forms Designer, IN invoices
Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents.
This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files. Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients. This week's session will focus on the Invoices form designer for creating invoices and credit notes, and investigating how Item Styles allows flexible control on how item information is presented. RECORDED VIDEO
Type:
Product Overview
Module: Adagio Invoices
Adagio FX 9.0A
The newest release of Adagio FX V9.0A has many new features to provide greater ease of use in maintaining and reporting on multiple fiscal years. You can now retrieve all fiscal years - including transaction details - from Adagio Ledger 9.0A with a single retrieval. Financial Reports also allow selecting the fiscal year from the toolbar and comparing multiple years more intuitive. See how you can display all sides of a posted entry in transaction inquiry. Maintain 2 independant sets of budget amounts, and even write to these amounts directly from the Financial Reporter.
Adagio GridView - Advanced
This third seminar on Adagio GridView builds on the intermediate session, demonstrating powerful and technical features. We'll use named items to set up security to limit access to specific application data for your staff, and link information not stored in Adagio data. See how you can combine related information from multiple tables into a single view, just like creating your own composite table. Find out how to use sub-totals or grand totals in calculated columns or filters. Finally, learn how you can automate sending your workspaces directly to Excel from a single click, or unattended and overnight for larger files.
RECORDED VIDEO
Type:
Product Overview
Level: Advanced Module: Adagio GridView
Adagio GridView - Getting Started
Adagio GridView is the perfect ad hoc reporting tool for when you wish to provide someone with access to the accounting data, without providing them with access to the accounting programs themselves. We'll discuss how to create a basic View, including filtering, sorting and summarizing data. See how Views can be printed or sent to Excel for further analysis. We'll review where to find specific information in Adagio. This session is a must see for users of Adagio Inventory, SalesAnalysis, OrderEntry, JobCost or Time&Billing.
RECORDED VIDEO
Type:
Product Overview
Level: Introduction Module: Adagio GridView
Adagio GridView - Intermediate
This second seminar on Adagio GridView builds on the introduction in the Getting Started session. We'll use calculated columns to select item segments for reporting. See how to link Views to create functional workspaces for your staff. Find out how to associate specific sequences with user selected Filters. Discover how to launch Workspaces from the desktop or an Adagio module Inquiry menu. This session is a must see for users of Adagio Inventory, SalesAnalysis, OrderEntry, JobCost or Time&Billing who have some experience working with GridView.
RECORDED VIDEO
Type:
Product Overview
Level: Intermediate Module: Adagio GridView
Adagio GridView 9.0D
Adagio GridView V9.0D has significant ease of use improvements to make it a "must have" for customized reporting on your accounting data.
You'll also find out about these important new GridView features: - Explicit control of how a workspace is loaded, and recalculation order of the Views - Top/Bottom N reporting on a View - Recalculate formula on a column - Tie a link to a specific Filter - The new Filter Toolbox makes creating complex Filters a snap We'll show how you can create useful and complex workspaces for your clients by reviewing the ViewTemplates installed with the most recent release of Adagio Ledger V9.0D. Adagio Inventory
Adagio Inventory is a complete multi-location stock management and control system which tracks purchases, receipts, shipments, returns and adjustments. We’ll step through adding a product and receiving quantities. We’ll review the different costing choices and see how COGS and revenue transactions flow through to Adagio Ledger. Find out how physical inventory works, and how item adjustments are used when quantity on hand doesn’t match what’s found in the warehouse. See how its flexible architecture allows you to customize its management reports to your needs, including re-ordering stock for separate locations.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Inventory
Adagio Inventory 8.1C
Released in July 2010, the new Adagio Inventory V8.1C introduces new standard features to include color coded backgrounds to the item grids based on user specifications, and optional field validation tables allowing selection of specified values. Items can now be found using a description finder, and inactive items can be hidden on grids. Reorder data can now be stored on a location-by-location basis to ensure quantities are stocked correctly in separate locations. More fields are available to track on items, such as physical dimensions. And more…
Adagio Invoices
Adagio Invoices is the preferred invoicing solution for service industries. Its flexible invoice format and easy to explain invoicing model allow the ultimate flexibility in invoice presentation and pricing. We'll review the information carried in the Item table and see how it can be configured to speed data entry, provide running subtotals and calculate discounts or surcharges. We'll review the typical uses of archive batches, and see how company profile options can control document numbering and security. See how to update recurring invoices' pricing and other details automatically. Finally, we'll review the invoice history file, see how it can be used to create new invoices or credit notes, and easily search for invoices or items.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Invoices
Adagio Invoices 9.0A
Released in May 2010, the Adagio Invoices V9.0A upgrade contains many new features to enhance batch entry, such as lookup by customer name or phone, check for duplicated invoice number and revising pricing on restored historical invoices. Customizable import templates allow more control over documents retrieved from outside sources. Print documents to PDF for electronic filing. Improved Job Cost related functionality with multiple phases/categories on a single invoice and generate outstanding retainage invoices. And much more…
Adagio JobCost
Adagio JobCost, integrated with Adagio Invoices, Payables and sometimes Payroll, provides the ideal analytical tool for determining project profitability and managing deferred revenue. We'll review the interfaces to the other modules, and how a new job and its estimates would be set up. We'll review the entry of cost and revenue batches and see how timecard entry can speed the recording of hours worked on a job. Company profile options that control how overheads are attributed will be reviewed.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio JobCost
Adagio Ledger
In the Adagio Ledger webinar, we'll describe the setup of a chart of accounts, and the information you need to add a new account. Find out how to automatically reallocate an account balance or quickly create new departments. Create budgets and forecasts to help manage your business. See how fast batch entry can be, and how to retrieve batches from other modules. We'll describe posting to the current, prior and next year, and how to unpost a batch posted in error and restore a batch deleted in error. Finally, we’ll cover how to make closed fiscal periods easier to maintain and use.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Ledger
Adagio Ledger 9.0D
This release of Adagio Ledger introduces many new features to save you time and provide easier access to important information. Create Favorite Report settings to pre-set the various ways you use the standard reports. Report Sets allow for automatic generation of reports and financial statements, even overnight and unattended! Use the new AdagioPDF printer to output all your Adagio printing to PDF. Account Filters and Styles show you important statuses that may require attention, before you think to check for them. Copying or moving batches now give enhanced control by setting the detail reference and descriptions. And see the many Financial Reporter updates, including fit to page and hide inactive departments.
RECORDED VIDEO
Type:
New Release Overview
Module: Adagio Ledger Version: 9.0D
Adagio MultiCurrency
This add-on to the Adagio suite allows easy and accurate maintenance of the accounting when you sell to or purchase from other countries with different currencies. Find out how to set up the exchange rate tables to have Adagio automatically determine the appropriate rate for transactions. See how transaction entry screens in various Adagio modules change when working in different currencies. Learn about how to use Revaluation as part of the Period or Yearly procedures and the reports and accounting affected by this process.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio MultiCurrency
Adagio OrderEntry
Adagio OrderEntry automates your company\'s sales order entry and invoicing process. It tracks orders, back orders, future orders and standing orders. Use its forms designer to print order confirmations, picking slips, invoices and credit notes. Adagio OrderEntry is specifically suited to a wholesale distribution style business and, when integrated with Adagio Inventory, easily manages stock levels and item costing. Find out how its flexible pricing matrix allows you to configure multiple price levels and special pricing. See how its inquiries assist in order completion. We’ll also spend a few minutes reviewing the features most recently added to the module when integrated with Adagio Receivables V9.0A.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio OrderEntry
Adagio OrderEntry 8.1D & Bill of Materials
The upgrade to Adagio Order Entry 8.1D adds many new significant features. Use Filters and Styles to highlight orders with interesting criteria. Hide completed details when editing orders, and add new ship-to address codes on the fly. See how you can add additional security to the credit check screen and lock orders for picking or warehouse management. Export and Import Special Prices to manage customer pricing easier, and have a unique payment number generated when applying a payment to invoices. And much more.
The new Adagio Bill of Materials add-on enhances the functionality within Adagio Inventory and Order Entry. Assemble BoM master items in a different location than the components, and also Unassemble master items to recover components. Export and Import BoM records for easier maintenance when substantial volume and updating is necessary. Finally, see how Order Entry will automatically assemble BoM Master items in the Day End process if there isn't enough quantity on hand to cover a shipment. Adagio Payables
Adagio Payables is a complete module for managing your vendor accounts and payments. Review the information being stored for each vendor, and see how optional fields can be used to tailor your data. Review the process for entering invoices and automatically generating checks to take advantage of early payment discounts. See how recurring invoice batches can minimize your data entry requirements. Find out the best place to use manual checks. Use the check reconciliation function to reverse a check and reinstate an invoice automatically. See how to pay your vendors electronically.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Payables
Adagio Payables 8.1C
Adagio Payables is a complete module for managing your vendor accounts and payments. See the newest features added to version 8.1C, including Filters, Styles and improved optional field handling. Review the information being stored for each vendor, and the process for entering invoices and automatically generating checks to take advantage of early payment discounts. See how recurring invoice batches can minimize your data entry requirements. Find out the best place to use manual checks. Use the check reconciliation function to reverse a check and reinstate an invoice automatically. See how to pay your vendors electronically.
Adagio Receivables
Adagio Receivables is a complete module for managing your customer accounts. Review the information being stored for each customer, and see how optional fields can be used to tailor your data. Find out how to place customers "On Hold" depending on their outstanding balance or account aging. Quickly apply cash and review the transactions necessary to reverse an NSF check. Charge your customer's interest to encourage prompt payment. Send statements via fax or e-mail to remind your customers of their outstanding accounts.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Receivables
Adagio Receivables 9.0B
Adagio Receivables V9.0B includes several new Adagio-wide features: Styles, Filters, User customizable desktop, and Validation of optional fields.
Receivables specific features: -Enter and edit batches while other user posts a batch -Print checks for customer refunds if using AP 8.1C -User Preferences added to File menu -Automatically calculates customer aging on a daily basis -Import / Export supports .xlsx to allow more than 65,535 rows -Transactions can be sorted in ascending or descending date order -Statements and letters can be printed to TXT, RTF, or PDF documents Adagio Report Sets and Favorites
Would you like to make printing reports in Adagio more efficient? Ensure that all regular reports are printed, none are missed, and even automated to print unattended and overnight? Many Adagio programs in the past 2 months have had upgrades released that incorporate Favorite Report settings and Report Set to make generating reports easier. Come and find out how you can further customize your reporting to have it work the best that it can.
RECORDED VIDEO
Type:
General Training
(Video Unavailable) Adagio SalesAnalysis
Adagio SalesAnalysis quickly allows you to answer that most important question - "Who's buying what?" by automatically saving sales information from Adagio Invoices, Adagio OrderEntry or CounterSales. Find out about the information in the file, and how to load your transaction file with historical data. See how SalesAnalysis' online Inquiry function is a complete, easy to use, report writer for putting sales information in management hands. See how GridView can be used to add additional Inquiries to other Adagio modules.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio SalesAnalysis
Adagio SalesAnalysis 9.0A
This upgrade to Adagio SalesAnalysis contains many new features to further customize and enhance your sales data collection. See how transaction Filters and Styles make it easy to see the sales details most interesting to you. Use Charts to create a dashboard of visuals to determine your top customers or items, or investigate periodic sales trends. Maintain item descriptions at the transaction level to allow better reporting of sales that use the same misc item code. Finally, find out how Online Inquiry has improved with the addition of more field information now stored in the SalesAnalysis database.
Adagio SalesCQ 8.1B
Adagio SalesCQ combines simple contact management and quote preparation in a single powerful module that integrates directly with Adagio Receivables and Adagio OrderEntry. Prospects can be turned into customers in a single click. Quotes can be turned into orders with the same ease. Callback dates and scan lists allow your sales staff to maximize their productivity by contacting your customers in a timely manner. We'll review the tools available for pricing a quote to maintain specific margins on individual items or an entire sale. We'll show how Adagio SalesCQ automatically interfaces with Microsoft Word to mail or e-mail introduction or cover letters. For companies without a contact management solution, or looking for a quotation management and preparation solution integrated with Adagio Inventory and Adagio OrderEntry, Adagio SalesCQ may provide the tools you need.
RECORDED VIDEO
Type:
New Release Overview
Module: Adagio SalesCQ Version: 8.1B
Adagio Wishes Come True!
The recent Adagio Wish campaign allowed users to request features that would make Adagio more useful to them. Many of the requests were for features already in the modules. This webinar will take a walk through those features that Adagio users might not be familiar with and show them how to make their wishes come true. Consider it a “Tips & Tricks” across all the Adagio modules to show you how to get what you want!
Adagio Year End Processing
This webinar will review the procedures to follow as you approach the end of your fiscal year. We’ll cover the processes required in Adagio Ledger, Payables, Receivables and BankRec to get ready for the new year’s entries and close the current year.
Common Features - Setup
Have you ever wanted to change the behavior of an Adagio module, or wandered around screens and wondered about the meaning of all the options? This webinar will review common company and user option settings in Adagio. Find out how to control the information being sent to Adagio Ledger and between integrated modules. Manage batches requirements for printing or posting. Customize the way the Adagio desktop appears and how reports are printed, just the way YOU like it. And more…
RECORDED VIDEO
Type:
General Training
Level: Introduction
Forms Designer, AP checks
Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents.
This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files. Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients. RECORDED VIDEO
Type:
Product Overview
Module: Adagio Payables
Forms Designer, AR statements
Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents. This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files. Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Receivables
Forms Designer, OE documents
Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific documents.
This webinar will give you the skills and confidence to make simple changes to your forms, such as inserting a new logo, seasonal greeting or adding a field from your data files. Find out how to control the different sections in a form, insert a field, or change the presentation of dates to customize the forms you present to your clients. This week's session will focus on the Order Entry form designer for creating picking slips, order confirmations, invoices, and credit notes. RECORDED VIDEO
Type:
Product Overview
Module: Adagio OrderEntry
Indicee Web Reporting
Every end user is looking for “better reporting”, because everyone has their own idea of what that phrase means. Indicee is an Adagio Developer Partner with a unique reporting environment that allows you to share your reports across the web with other members of your organization. In conjunction with Adagio GridView, users can upload their data with a few clicks of the mouse, and then easily generate complex sales analysis, trend reporting and graphs to gain insight into their business. If your business relies heavily on spreadsheets, it probably means you’re spending hours creating reports that could be built in minutes.
Join our webinar to hear how customer Alco Ventures was able to: • eliminate cutting and pasting of data • stop recreating the same reports every month • combine data from multiple applications • automate reporting on the web • optimize reporting without a major IT investment Find out how to simplify reporting and take advantage of today's trend towards software as a service. Order Fulfillment Automation for Adagio
Discover five key reasons to invest in Edisoft's integrated EDI solution with linXsoft's shipping tools for your Adagio OrderEntry/Inventory. Guest Speaker: Sharon Wood, CFO of Ultra Wheel Company.
Edisoft and linXsoft, Adagio Developer Partners, join forces to demonstrate electronic integration with Adagio, from EDI to shipping. Kelvin Takhar, VP of Sales at Edisoft, Sal Bloch, CEO at linXsoft, and guest speaker Sharon Wood, CFO at Ultra Wheel, discuss how an integrated solution with Edisoft’s EDI suite and linXsoft shipping products has reduced costs and enabled Ultra Wheel to expand its business. Hear directly from Sharon as she describes the benefits of the solution and learn how the “out of the box” products from Edisoft and linXsoft have enabled Ultra Wheel to successfully achieve end to end order fulfillment automation, eliminating re-keying of shipping information to produce waybills and other forms. Purchase Orders for Adagio
A sophisticated Purchase Order and Inventory Receipts system that integrates seamlessly with Adagio Accounting. Purchase Orders manages and tracks purchase orders from requisition to receipt of goods. We’ll review its integration with Adagio Inventory, Adagio Payables, Adagio OrderEntry and Adagio Ledger and walk through the steps to create, receive and adjust a purchase order from start to finish.
RECORDED VIDEO
Type:
Product Overview
Module: Purchase Orders
Softrak presents a series of webinars for both new and experienced Adagio users, for controllers, managers, or data entry personnel. At only 45 minutes to an hour, these sessions have something for everyone, and can easily fit into a busy day - no traffic to fight, no parking to find! The regular $75 webinar fee is waived for any users on Adagio Upgrades Plans or Support & Upgrades Plans as well as for all Softrak partners. If you are not on a plan, your fee will be credited against the purchase of a plan within 30 days of the webinar. If you have speakers, the audio portion will be free using VoIP. A headset is recommended. To ask questions, select “Use Telephone” after joining webinar. Minimize long distance charges by getting a calling card. The Wednesday webinar series demonstrates the features of the most widely-used Adagio modules. It's not in-depth training, such as Adagio Academy, Adagio Training Sessions, or on-site training from your consultant, but you will pick up some handy tips and tricks. These seminars cycle through in about three months, so there will generally be some new information added each time. Previously Recorded Adagio WebinarsScheduled weekly Adagio webinars for clientsTo register, click webinar topic below.There are no scheduled webinars at this time. |
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