Reduce time spent on data entry.

For example:

• Recover deleted or posted G/L batches, if necessary
• Adagio gives us the option to Copy Orders, Invoices or Credit Notes
• Numerous short-cuts and User Preferences exist to customize settings by User
• Modify entry templates to skip over fields not relevant to data entry
• Many options in G/L Journal Entry transactions to speed up entries
• Enter transactions directly from the keyboard, without having to use the mouse

Benefits:

• Work quicker
• Generate transactions more quickly

Softrak offers a feature they refer to as Styles and Filters. Users can apply various colour codes within large lists of Inventory Items, Vendors, Customers as well as other lists. The styles are based on specific criteria, quickly displaying and identifying relevant information.

For Example:

• Display all Vendors or Customers, flagging or filtering those where the Current Balance > $100.00 (or whatever $ amt you choose)
• Flag Customers where YTD Sales for the Current Year = $0.00 (These are the customers we want to target our marketing – customers who have purchased from us in previous years)
• Flag all Customers where Last Invoice Date is earlier than xx/xx/xx (i.e. a Date value)
• Flag all Items where there have been no sales in the current month

Styles and Filters are user-defined and real-time! They are customizable, and can be set by individual users or made available for all users.

Benefits:

• Find what you are looking for rapidly
• Flag key data so that it jumps out at the user
• Send the list to Excel with a single mouse click for further analysis, or for example, to be used in mail merge applications

The Financial Reporter in Adagio is simple and very quick to operate, yet is impressive in its feature-set. It is designed with the flexibility of a spreadsheet application.

Statements can be created with “Drag and Drop" technology.

Once designed, Statements can be generated for an organization as a whole, or for individual Departments. Departmental financial statements can be selected and printed as a group. Finally, Statements can be generated for different Periods within the Reporter, by simply modifying the reporting Period.

Users who are only granted print-permissions can be prevented from making unintentional changes to the design of the financial statements.

Benefits:

• Generate Departmental statements individually, as a group, or consolidated
• Run Statements for any Period or Fiscal Year – data is always available
• Export Statements to Excel with the click of a single button

• There are over 30 three-minute videos reviewing specific functions as well as valuable tips
• There are approximately 40 one-hour training webinars
• Both the videos and webinars cover topics from all modules, and are available at no fee to all Customers registered on the Upgrade Plan

Benefits:

• Reduce your TCO (Total Cost of Ownership)
• This one feature greatly enhances your investment in Adagio, and saves you money! Training can easily consume hundreds to thousands of dollars
• The webinar sessions are short enough for the user to grasp the content, and not too lengthy to exhaust users
• Learn when you want, where you want – view and learn from the recorded sessions on the weekends, evenings, anywhere that you have an internet connection.
  

Send details to Excel on tons of screens with the click of a single button. Adagio displays an Excel button on all Financial Statements, as well as on numerous screens displaying Lists in a grid-format. Using the Adagio “Smart-Finder”, users can easily create their own list and export the information to Excel with a one button click.

Benefit:

• Capture key data quickly to Excel, for further analysis, or for distribution to key players not running Adagio
  

Locate/Generate Invoices, Customer Statements or other documents and email as a .pdf attachment to your Contacts easily

Benefits:

• Lookup and electronically re-send past documents while speaking to contacts over the telephone

Mistakes happen! Data corruption from loss of electrical power can happen. Anything can happen (and unfortunately too often, does happen).

Adagio is a modular system. Users purchase and use only the modules that they need. In many accounting systems, if there is data corruption or a need to restore from an earlier version, everyone on the system is affected. No one can continue until the issue is corrected. Everything stops! A problem in Payables is also a problem in Order Entry. Not so Adagio! Adagio is the only high-end system that we know of that that when there is data corruption in one module, the system allows you to continue processing in the non-effected modules, without any data integrity problems. A problem in Payables is a problem only in Payables. The Order Entry team is not brought to a halt.

Does your accounting system offer this? Adagio does!

Benefits:

• The whole Organization does not have to suffer because one user has a need to restore data from just one module