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UPCOMING WEBINARS
FREE DEMONSTRATIONPre-Recorded Webinars Play! [68.10MB] Adagio Ledger 9.0B Intro New release overview 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. New users, please contact us for access to recorded webinars. |
WebinarsAdagio Accounting SoftwareSoftrak presents a series of webinars each Wednesday Adagio BankRecWebinar recorded on: Mar 10th, 2010
Adagio BankRec greatly simplifies the management of your bank accounts and cash balances. We'll review the integration with Adagio Receivables, Payables and payroll and show you how to set up a new bank account with its opening (take on) balance. 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 File size: 78.56MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Company Profile Configuration OptionsWebinar recorded on: Jan 27th, 2010
Have you ever wanted to change the behaviour of an Adagio module, or wandered around the Company Profile form and wondered about the meaning of all the options contained on the form? This webinar will review the option settings in Adagio Ledger, Payables, Receivables, BankRec and some of the operational modules. You will find out how to control the information being sent to Adagio Ledger and between integrated modules.
RECORDED VIDEO
Type:
General Training
File size: 62.84MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Financial ReporterWebinar recorded on: Jan 13th, 2010
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 File size: 103.79MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Financial ReporterWebinar recorded on: Jan 20th, 2010
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 File size: 101.86MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Forms DesignerWebinar recorded on: Oct 14th, 2009
Adagio modules share a simple, yet powerful, drag-and-drop forms designer for creating customized checks, statements, invoices, credit notes and other company specific document. 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:
General Training
File size: 73.90MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio GridViewWebinar recorded on: Feb 10th, 2010
Adagio GridView is the perfect ad hoc reporting tool for when you wish to provide someone with access to the accounting data, without providing 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 File size: 79.33MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio GridViewWebinar recorded on: Feb 17th, 2010
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 File size: 56.06MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Inventory 8.1BWebinar recorded on: Sep 2nd, 2009
Adagio Inventory is a complete multi-location stock management and control system which tracks purchases, receipts, shipments, returns and adjustments. Find out how its flexible architecture allow you to customize its management reports to your needs. 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.
RECORDED VIDEO
Type:
New Release Overview
Module: Adagio Inventory Version: 8.1B File size: 66.50MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio InvoicesWebinar recorded on: Dec 3rd, 2008
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. 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, and see how it can be used to create new invoice or analyze sales.
RECORDED VIDEO
Type:
Product Overview
Module: Adagio Invoices File size: 59.35MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio JobCostWebinar recorded on: Apr 23rd, 2008
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 File size: 73.89MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Ledger 9.0B
Adagio Ledger V9.0B has many new requested features, as well as supporting the separation of document date and accounting date available in Adagio Receivables V9.0A. Join this webinar to see:
· The new and improved entry process for budgets and forecasts
· Easily inactivate a department or create your first department
· How to clone a company
· Automate startup processes
· Auto-calculate balancing entry to speed batch entry
· Control user access to departments in the financial reporter
· Quickly detect duplicate account references on a financial statement
· And more.
RECORDED VIDEO
Type:
New Release Overview
Level: Introduction Module: Adagio Ledger Version: 9.0B File size: 68.10MB Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio OrderEntry 8.1BWebinar recorded on: Jun 18th, 2008
Adagio OrderEntry and Inventory provide operational efficiencies to wholesale distribution customers. We concentrate on how OrderEntry can be tailored to allow fast keyboard entry of complex orders, and the tools available to help manage inventory allocation. We'll discuss pricing methods, and the options available for business-to-business pricing using markups or discounts. Company profile options support many different processing models, and we'll review how each of them may assist your operation. We'll walk through the complete entry and processing of an order, invoice and credit note. Finally, we'll review the processes carried on during Dayend Processing. If time and audience makeup permits, we'll cover adding an Item to Inventory, costing methods, receiving goods, physical inventory and inventory adjustments (include stock transfers).
RECORDED VIDEO
Type:
New Release Overview
Module: Adagio OrderEntry Version: 8.1B File size: 88.71MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio OrderEntry 8.1CWebinar recorded on: Sep 9th, 2009
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:
New Release Overview
Module: Adagio OrderEntry Version: 8.1C File size: 71.32MB Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio PayablesWebinar recorded on: Feb 11th, 2009
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 File size: 75.00MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Payables 8.1BWebinar recorded on: Dec 9th, 2009
Released in December 2009, the new Adagio Payables V8.1B contains several new features designed to minimize duplicate invoice entry and simplify the correction of incorrectly issued cash invoice payments. This webinar will concentrate on reviewing the operation of the new features, including vendor lookup by name and phone number, suppression of inactive vendors from the grid and automatic backup after a clean data integrity check.
RECORDED VIDEO
Type:
New Release Overview
Module: Adagio Payables Version: 8.1B File size: 60.21MB Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio ReceivablesWebinar recorded on: Feb 18th, 2009
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 File size: 97.56MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Receivables 9.0AWebinar recorded on: Feb 24th, 2010
Designed as a companion to the New Releases webinar, this session will look specifically at the new features available in Adagio Receivables V9.0A and how best to plan your upgrade. We'll discuss the impact of North American formatting of the customer address, see how to look up customers by code, name, telephone number of document number. Find out how to force payment entry for specific terms, set alerts for specific functions and force acknowledgement of an alert by a user. See how to record multiple contacts for a customer, and change a contact into a ship-to address. Adagio Receivables V9.0A is a major new release and this webinar is designed to help you plan and minimize the disruption in your accounting department.
RECORDED VIDEO
Type:
New Release Overview
Module: Adagio Receivables Version: 9.0A File size: 86.01MB Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio SalesAnalysisWebinar recorded on: Feb 3rd, 2010
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 File size: 66.90MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio SalesCQWebinar recorded on: Apr 16th, 2008
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:
Product Overview
Module: Adagio SalesCQ File size: 77.63MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Adagio Year End Processing
This webinar reviews the specific 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.
RECORDED VIDEO
Type:
General Training
File size: 68.46MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Common Features in Adagio ModulesWebinar recorded on: Sep 23rd, 2009
Adagio Common Features is the perfect webinar for people considering purchasing or just getting started with any Adagio module. The presentation discusses features and benefits available throughout Adagio, such as data file backups and integrity checking. Participants are shown how to quickly select items from the Grid, and how to customize the data it displays 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. Find out how to speed the launching of an Adagio application.
RECORDED VIDEO
Type:
General Training
File size: 68.62MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
Indicee Web ReportingWebinar recorded on: Mar 3rd, 2010
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.
RECORDED VIDEO
Type:
General Training
Level: Introduction New Releases of AdagioWebinar recorded on: Apr 29th, 2009
The release of Adagio Receivables V9.0A has resulted in upgrades to all modules that interface with it. This webinar will cover the new features that all these modules share, and highlight the specific new features added to each of the core modules. Taking this webinar will help you plan for your Adagio Receivables V9.0A Upgrade and smooth its implementation. You'll find out about the new log in dialog, automatic backups after a clean data integrity check and automatic batch naming. We'll review the new budget entry screen in Ledger, review the new invoice audit file in Invoices and see the new retrieval option in BankRec.
RECORDED VIDEO
Type:
General Training
File size: 62.73MB Play Video! .WMV format may require Windows Media Player or equivalent to view.
Purchase Orders for Adagio 8.1AWebinar recorded on: Sep 16th, 2009
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:
New Release Overview
Module: Purchase Orders Version: 8.1A File size: 61.14MB
Play Video! .WMV format may require Windows Media Player or equivalent to view.
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 Conferences, 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 Webinars* Indicates free webinar.
Scheduled Adagio End User Weekly WebinarsTo register, click webinar topic below.
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