These short videos of 3 to 5 minutes will show you a brief overview of various processes or features particular to a specific Adagio module. They provide a quick way to investigate how a specific function works and useful tips on how best to use it.
This upgrade to Adagio Receivables 9.3A has many new improvements, including sending customer statements and processing credit cards more easily.
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See how to select customers to send a statement of overdue and paid invoices, including how to attach additional documents to emailed statements.
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Adagio Receivables provides a convenient way to write off uncollectable balances, and supports sending customer credit amounts to Payables to print checks for rebates or refunding credit balances.
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When entering and posting customer cash payments in Adagio Receivables, see the available options for generating deposit batches in Adagio BankRec.
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Investigate the various ways how you can calculate the overdue customer amounts by date range in Adagio Receivables.
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Entering customer invoices is a straight-forward process, with a few time-saving tricks available.
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Batch entry is most efficient when you can use the keyboard rather than the mouse. Entry templates allow determining only important fields when tabbing through the screen.
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Invoice batch details contain information that can be pre-set on distribution codes and assigned to customers.
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Keeping track of your customers is one of the most important things you can do in your business. See what information is available on the customer record.
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Batches are groups of transactions that can be analyzed for completeness and correctness prior to updating account balances.
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To verify that batch information is correct before updating customer balances, the batch listing report is a valuable auditing tool.
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Posting is the process when transactions and amounts are saved to customer accounts.
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If you have deleted a batch by mistake, or want to create a new batch based on one already posted, this can be recovered in short order.
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Sometimes customers don't purchase anything for a while, and it can be easier for processing to hide low activity customers from screens and reports.
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Throughout the year, many transaction batches are created and posted. Monitoring this activity can be beneficial for a single batch or for the entire year.
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Knowing which customers have outstanding invoices is important for more efficient collection.
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Evaluating your open receivables and reconciling to the Ledger control account is easiest with a detailed report showing customer transactions up to the end of a fiscal period.
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When using Adagio Receivables, various configuration options are available to tailor usage to your company requirements.
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At the end of each month, and also at the fiscal year end, there are a number of procedures to for accounting verification and transaction maintenance.
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In many Adagio modules, you can store extended text information on specific records. In Receivables, this can be found on customers.
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When doing data entry or other tasks, it may be important to be notified of a specific situation with a customer before continuing with the task.
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Periodic customer sales that don’t require printed invoices can be generated, saving on repetitive entry.
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Creating interest charges for overdue customer invoices or balances is a straight-forward process.
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Changes or corrections to balances of posted transactions are sometimes necessary. These adjustments are made through an auditable batch entry process.
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Latest Release: Accounts Receivables 9.3A 2018-06-22 Accounts Receivables processes and features tutorials
