Why System Admins Love Adagio Console

Adagio Console eases the administration of complex Adagio sites that manage large user communities, complex day-end processes and remote office locations. Console is an Adagio System Administrator’s best friend!

console

With Adagio Console, you can:

  • Clone users, to quickly set up new users
  • Force users out of Adagio to perform module updates or data integrity checks, even when the user has left for the day
  • Copy user settings to multiple data sets, quickly propagating Grid and Email settings, Report Favorites and Sets, and other Preferences
  • Automate repetitive tasks such as Day End or Batch Posting.

User Management

Adagio Console lets you quickly normalize a user’s settings across multiple companies, or to set up a new user with known security settings and preferences in seconds. Delete all references to a user from within Adagio with a single function. Clone a user to make sure that security settings and other options are set up properly. Use Console to copy settings from one company to another.

Automation

Adagio Console enables task Automation in all Adagio core modules. You can easily create a sequential list of tasks to perform in an Adagio module.

All modules support common tasks such as:

  • Set session date
  • Backup Module | Related | All files
  • Perform Data Integrity Check
  • Import Data
  • Print a Report Set

Specific commands are available to:

  • Retrieve & Post batches
  • Perform Day End processing
  • Charge interest
  • Print statements

Adagio Console will create Batch (BAT) files that automate an entire sequence of processes across multiple modules, allowing you to perform many routine tasks automatically, all in a single step that can be run at a time convenient to your accounting department. Failure at any point in the process will cancel the automation run so someone can verify the error and fix the problem.

Administration

Send messages to users in Adagio, and force users to log out of their applications so you can easily perform system maintenance. Users who are not at their station will be gracefully exited from the Adagio modules they have left open, minimizing the risk of data damage. You can schedule system shutdowns to make sure that everyone is out of Adagio for backups and data integrity checks.

Find out more about Adagio Console by contacting us, or visiting softrak.com/products/adagio-console-li.


This is an excerpt from our Score Newsletter. Read more here.

Technology Trends Smart Payroll Practitioners Need to Know

Payroll Technology TrendsTechnological changes are a constant in many industries, and payroll is no exception. New software, upgrades and portable devices make payroll tasks more efficient, accurate and agile. And though hardware has taken a backseat as applications and data storage migrate to the cloud, there is still a need for faster machines with more memory. Whether you are recruiting for a payroll position, looking for a new role, or aiming to enhance your value in your current role, understanding technology is important. Here’s a brief summary of what to look for in 2016.

THREE PAYROLL TECHNOLOGY TRENDS

Moving to the cloud

Across businesses, departments are transferring data from personal computers and in-house servers to third-party hosts. Also known as software-as-a-service (SaaS), cloud-based applications allow users to access data remotely, thereby eliminating servers, the associated hardware and costly maintenance and upgrades. While some businesses have been hesitant to make the shift, primarily due to security concerns and an unease over not being able to “control” the data, there’s no doubt cloud-based accounting technology is becoming a new industry standard. SaaS offers several benefits. By utilizing the latest available technology, payroll professionals can cut down on paperwork, save time and money, and improve accuracy. Cloud-based applications can quickly and easily back up data and eliminate onerous manual tasks such as inputting data. Using cloud software, which updates regularly, ensures that users have the latest numbers, deductions, percentages and compliance checklists. As for security worries, the International Organization for Standardization (ISO) has implemented strict security guidelines, and all vendors are subject to audits.

Better enterprise-wide integration

Another technology trend is to facilitate communication and collaboration between payroll software and platforms from other departments, such as accounting and human resources. By doing so, businesses can streamline processes, cut costs and obtain more robust data. This integration is frequently achieved through application programming interfaces (APIs), also known as middleware, which make communication between different systems possible.

Mobile access and self-service

Across Canada, payroll managers are keeping up with the global trend towards mobile. Employees want to view pay statements and benefits info from their mobile devices, and payroll administrators want to monitor direct deposits and earnings on the go. Apps also make payroll data accessible to employees who do not have easy access to computers.

CONSIDERATIONS

If your organization is not already using a new payroll technology, chances are good that it will be soon. To ensure a smooth transition when updating your payroll systems, be sure to think through your business needs, for example, the size of your organization, the age of your software and hardware, geographic requirements, training demands, etc. Also consider the cost of the update. Certainly there are financial costs, though subscriptions for SaaS and data storage may cost less in the long run than investments in hardware and software upgrades. As you consider new technology, you should also account for downtime and the associated loss of productivity. You can minimize the disruption by scheduling migrations after business hours and on weekends.

Payroll technology and software are changing fast, and you and your payroll department need to keep up. By understanding the technology trends in your field, you can help your business remain competitive and profitable, and help yourself stay marketable.

This article is excerpted from Dialogue Magazine, which is a perk of CPA membership. You can find out about the Canadian Payroll Association at their website,www.payroll.ca.


free_wfm_white_paperAccSys Solutions can help you implement and improve the technology you use to run your payroll. If you haven’t done so already, download our White Paper: “Workforce Management – Challenges for Small to Mid-sized Businesses” to better understand how automated workforce management can help your organization realize significant savings in both time and money. 

8 Surefire Strategies to Improve Your Accounting Software Selection

Softrak recently released a new whitepaper, written to help businesses find the right accounting solution.

Softrak Whitepaper8 Surefire Strategies to Improve Your Accounting Software Selection

Choosing an accounting software solution can be a daunting task, but it doesn’t have to be. The range of accounting software products available for small and mid-sized businesses has been growing steadily over the years. From small business accounting packages to a more full-service business management programs to cloud applications, there’s a solution for every business.

So how do you decide which solution will work best for you? This whitepaper may help guide you through the questions to focus on when selecting an accounting solution for your business. You can download it from Softrak for free by going to this page on their website.

 

Softrak CEO TV Interview: Is Cloud Computing A Passing Fad?

Adagio Accounting developer Softrak CEO Andrew Bates was recently featured in a TV interview, talking about the future of Cloud Computing and how it relates to accounting software solutions.

Anyone who has seen Andrew speak already knows he is intelligent, insightful and well spoken. In this interview he brings great clarity to current trends in accounting software, and explains in clear and simple terms:

  • why cloud computing is destined to become as commonplace as electricity in homes
  • how paper has become 318,000 times more expensive than disk space
  • how electronic transaction processing has impacted the accounting department.

It’s a short interview, well worth giving a listen. Here’s the link:

 

Optimize Your Productivity With These Essential Windows 10 Shortcuts

Windows 10 is the first major Microsoft operating system to successfully integrate touch, mouse, and traditional keyboard control methods into the one consistent, easy to use interface. Although touching and swiping the screen is the current flavour of the month, there’s no doubt that the keyboard remains an essential peripheral for serious office applications or other complex work. Windows contains many little-known keyboard shortcuts that can be used to streamline your workflow and boost your productivity, and here are ten of the most useful.

Essential Windows 10 ShortcutsTips #1-#2: Cortana

Cortana is the ‘personal assistant’ app which Microsoft first introduced with Windows 8.1 Phone, but which has been positioned as a central feature in Windows 10. Acting as an easy way of accessing facilities from web search to your personal diary, using Cortana can be made even more convenient using these two shortcuts to quickly open the application:
  • Shortcut #1 : Windows + S : Launch Cortana to search the web or your computer, using the keyboard.
  • Shortcut #2 : Windows + Q : As above, but launch Cortana with the speech facility enabled.

Tips #3-#5: Virtual Desktops

Virtual desktops are an extremely useful feature for users who need a lot of applications open at the same time, allowing better organization of windows into multiple desktops rather than a single large ‘stack’ of windows. Although similar facilities have been available for a long time in other operating systems, it was only with Windows 10 that Microsoft systems gained this productivity increase, and learning these shortcuts will help you place it easily into your workflow.
  • Shortcut #3 :  Windows + Ctrl + D : Create a new virtual desktop.
  • Shortcut #4 : Windows + Ctrl + F4 : Close the currently active virtual desktop.
  • Shortcut #5 : Windows + Ctrl + : Cycle backwards or forwards through your desktops.

Tips #6-#8 : Window Positioning

Today’s desktop systems have huge amounts of screen real estate available, either on a single large monitor or across multiple displays. The Windows OS has over the years evolved a sophisticated range of ways of positioning your application windows to make the best use of this display space. Keyboard shortcuts offer a quick and easy way to manipulate these functions, with some of the most convenient being:
  • Shortcut #6 : Windows + [any up, down, left or right cursor sequence] : Snap current window to a new position on the screen, from top left to bottom right depending on the cursor key sequence used.
  • Shortcut #7 : Windows + Shift +:  Move the currently active window to a new desktop when using multiple monitors.
  • Shortcut #8 : Windows + D : An old favourite for when you have too many windows open causing confusion, this combination minimizes them all, clearing the clutter to show the empty desktop.

Tips #9-#10 : Program and File Selection

Streamlined mobile operating systems have shown the way forward when it comes to quickly opening apps, and Windows 10 features a couple of shortcuts which simplify this area in the more complicated multi-device environment, allowing easy access to data files or applications purely through the keyboard.
  • Shortcut #9 : Alt + E : Simple but incredibly useful, this combination opens a Windows Explorer window for easily locating files.
  • Shortcut #10 : Windows + [any single number key] : Pin your most-used applications to your Windows taskbar, and this convenient shortcut lets you open them with a single keypress combination, with your apps numbered 1 to 9 from left to right as they’re lined up on your bar.
Modern, slick multi-touch interfaces certainly have the ‘wow’ factor and are extremely comfortable to use in many situations, but for heavy users of desktop systems, learning some simple keyboard shortcuts like those presented above can lead to a significant increase in speed, efficiency and productivity. 
 
We have many Windows users among our client base, and we felt this would be useful information, especially as more of you make the leap to Windows 10.

Email  douglas@accsyssolutions.com, or call 1.888.534.4344 to get in touch if you have any questions, comments of suggestions.


This is an excerpt from our Technologist Newsletter. You can find more issues of The Technologist here.

Do You Have These Essential Adagio Utilities?

Adagio ToolkitDuring the normal course of business, accounting data can become cluttered, unwieldy, and less user-friendly. Customer and vendor numbers can be accidentally repeated, company consolidations can wreak havoc with a chart of accounts, and inventory item lists can become long, repetitive, and less relevant.
Dakota Software’s Toolkit for Adagio is a collection of utilities essential for Adagio users who wish to maintain their data in an orderly fashion. The Toolkit for Adagio can be used to change any of these data components:

Adagio Ledger

  • Account Code Changer
  • Department Code Changer
  • Open Batch Changer
  • Edit Posted Transactions

Adagio Receivables

  • Customer Number Changer
  • ShipTo Code Changer
  • Re-calculate Customer Statistics
  • Salesperson Changer
  • Territory Changer
  • Edit Customer Transactions

Adagio Payables

  • Vendor Number Changer
  • Re-calculate Vendor Statistics
  • Edit Vendor Transactions

Adagio Invoices

  • Item Code Changer
  • Salesperson Changer

Adagio Inventory

  • Item Code Changer
  • Item Format Changer
  • Category Code Changer
  • Location Code Changer
  • Unit Of Measure Changer
  • Re-calculate Item Sales History
  • Clear Item Quantity & Costs
  • Delete Items
  • Price List Changer

Adagio OrderEntry

  • ShipTo Code Changer
  • Salesperson Changer

Adagio JobCost

  • Job/Phase/Category Code Changer

Purchase Orders For Adagio

  • Sundry Item Changer
  • Document Format Changer
  • Sundry Vendor Changer
  • Ship To/Bill To Changer

All Adagio Modules

  • Home Currency Code Changer

Among the many features of this product are the following worth noting here. The Toolkit performs ‘Change To’, ‘Combine Into’ and ‘Copy To’ functions. When codes are combined, all associated data is also combined, including statistics, posted transactions, outstanding balances, quantity, costs and notes.
Also, to ease transition to your new numbers, you can choose to leave the original code in place (cross-referenced), with the name changed to reflect the new code. Then, after a user-defined number of days, the cross-references can be removed.
Finally, an audit trail records all changes and can be printed in summary or detail.
This is a great product that can save you hours of tedious work and frustration. The Toolkit can be purchased as a complete package that includes all current and future released utilities, or the utilities can be purchased individually.
To see the Dakota Toolkit in action, visit http://www.dakotasoftware.com/media.html and watch the short instructional videos.
Call us today 1.888.534.4344 to discuss how you might put Dakota’s Toolkit to use in your business.


This is an excerpt from our Score Newsletter. Read more here.

 

Book Your Spot At The AOC 2016 Hands On Workshops

aoc-2016Softrak continues to add more details to the agenda for the Client Track of the Adagio Opportunity Conference, coming to Vancouver May 30 – June 1. This year’s conference features more sessions than ever before, including several Hands On Workshops. These Hands On Workshops are included in your conference registration fee, but you must pre-register to reserve your spot!

See the Full Agenda Here

New! Hands On Workshops

Introduction to Adagio Hands on Workshop:  Ledger

Adagio General Ledger is extremely powerful and, in this session, you will learn how to harness the power of this module, from how to manage your year-end process within Adagio Ledger, managing budgets, revenue and expenses, to managing your chart of accounts for assets and liabilities. Learn how to perform account inquiries that allow you to check current account balances and more. Become more familiar with Adagio Ledger’s customizable grid and learn which reports are best suited for your day-to-day needs.

AOC 2016 hands on workshopsIntroduction to Adagio Hands on Workshop: Payables

Are you new to Adagio Payables? We’ll demonstrate Adagio Payables’ batch-oriented system with 6-character record coding schemes. Learn how to view vendors on a single screen for contact, statics, and outstanding transactions and G/L expense account distributions. See how to efficiently operate Payables Checks vs Check Runs, and familiarize yourself with the complete set of reports for file and account management.

Introduction to Adagio Hands on Workshop: Receivables

In this session, you will be exploring the various functions and features of Adagio Receivables in order for you to become proficient in using this module as a management tool to manage your customer accounts. During this hands-on session, you will enter transactions using keyboard short cuts to maximize your productivity, entering customer receipts, and creating various management reports to keep track of the customer transactions.

Introduction to Adagio Hands on Workshop: BankRec

Is reconciling your bank account(s) taking too much time? Here’s the easy way to track your bank account balances in Adagio. You will discover how to use Adagio BankRec to pick up transactions from Adagio Payables and send cash receipts to Adagio Receivables, manage your cash position and find out your current bank balances with a single mouse click. You will also learn Account for NSF checks in a single step. By importing your bank statement and applying various rules, you will be able reconcile all your accounts to your bank statement and Adagio Ledger in minutes—instead of hours.

These sessions require pre-registration as spaces are limited and login credentials are needed to be set up in advance. Please bring your own laptop as it’s not provided at the session.

Click here to go to the AOC website to reserve your seat!

Did You Complete the Adagio Wish List Survey?

survey400wEvery November / December, Softrak sends the Adagio Wish survey to every Adagio site and channel member. They use the results to assist them in setting R&D priorities for the next year. Here are the results from this year’s survey:
2015 Adagio Wish Survey Results
Over 275 responses for the Adagio Wish survey were received–from every country where Adagio is installed. Someone completed the survey on their Mexican vacation, which shows how passionate they are about Adagio. Here are some interesting facts from the survey:
  • 1/3 of our sites work with only a single dataset. Almost ½ manage 2-5 companies. 3 respondents manage more than 50.
  • Under 15% have a single user in Adagio. Over 60% support 2-5 concurrent users. 5 have more than 50 users.
  • Most people prefer to learn about Adagio from the “Show me how…” videos, closely followed by the F1-Help, and their Consultant.
  • The Adagio Consultant is the most valuable resource for almost 1/3 of the survey participants
  • Almost half rate their expertise level as “Master”–proficient in most areas.
  • Over 60% rate their experience with their Consultant as “Very Satisfactory”.
  • 16 respondents had no wish. One had 39 separate wishes–a new record!

If you have Adagio wishes, you can share them with us anytime! In fact, we may already have a way to give you the functionality you seek. Just ask! If we can make your wish come true right away, we will. If not, we will certainly communicate it to Softrak, who we are in contact with on a regular basis. Contact Us and tell us your Adagio Accounting wishes.

Are You Unknowingly Increasing Your Chances of A CRA Audit?

Read The Top 10 Audit Adjustments the CRA Makes

Top Ten CRA audit reasonsEach year, the CRA provides a list of commonly requested adjustments to an employer’s payroll as a result of wages and benefits not being correctly reported by the
employer.

Forewarned is forearmed. Don’t make these mistakes!

Here is the top ten list for the most recent reporting year:

  1. Unreported payments for services to an independent worker (T4A) – Employers are not reporting payments for services to sub-contractors on the prescribed T4A form.
  2. Automobile standby and operating expenses – Employees are not maintaining proper logbooks to separate personal and business driving so employers are not calculating the benefit correctly. Incorrect perception that if a vehicle doesn’t meet the definition of an “automobile” there is no benefit to be reported.
  3. Salary expenses – Includes unreported salary and wages such as bonuses, commissions, cash payments, etc.
  4. Shareholder benefits not reported – Interest on shareholder loans and other benefits is being calculated incorrectly or not being reported.
  5. Security/Stock options – Security/Stock options have become a common method of compensating officers and employees in a way that minimizes the tax consequences to the officer or employee. Taxable benefits are not being reported when stocks options are exercised.
  6. Reclassification of employment status – Individuals operating as self-employed contractors when they should be treated as employees or vice versa.
  7. Vehicle allowances – Employers are giving flat-rate vehicle allowances to their employees and not reporting the benefits as income.
  8. Parking – Employers are not reporting the value of this benefit and when they do, they report a minimum amount and not the true fair market value (FMV).
  9. Personal and living expenses (employees or share­ holders) – Many corporate owners look at this type of expense as personal drawings and are therefore not reporting it as taxable income. These include appropriations of corporate assets for personal use. Some employees, as part of their compensation agreement, may have personal living expenses paid for by the employer. Unless these fall under a specific exemption, this would be considered taxable income.
  10. Director fees – Fees paid to corporate directors are not correctly treated as employment income subject to CPP and income tax and reported on a T4 slip. This applies to both resident and non-resident directors for services rendered within Canada.

This list can also be found in Dialogue magazine, a publication for members of the Canadian Payroll Association. Find out more about membership at their website, www.payroll.ca.


 

This article is from our Payroll Quarterly newsletter. You can view back issues and subscribe online here.