AccSys Solutions Inc.

Annual System Review

Every year, during your company’s quiet time, you should review the status of your accounting system and consider plans for the following year. Here’s a checklist and you can always call on the AccSys Solutions’ Customer Service Team to chat: 1-888-534-4344.

Best Practices: this is a good starting point. Do you follow these best practices for Adagio users on the web?


  • Have you taken advantage of these free training and support resources:
  • Do you have new staff; shouldn’t they have step-by-step, self-paced training with Adagio User Guides?
  • Plan to have at least one person from your company attend an Adagio Boot Camp each year – it’s a great way to pick up tips and tricks and network with other Adagio users.
  • Networking – the Adagio Opportunity Conference is the premier event for training and networking. If you’ve never attended an AOC before, come to the next AOC. If you use four or more Adagio modules, you’re practically guaranteed to make back your investment with new ideas and contacts.
  • Personalized training on how to use Adagio for your own company will give you a tremendous return on your investment. Are you taking advantage of all the features in each module? General training has its place, but won’t make the impact of Personalized training.


Look around the office: are some procedures inefficient?

  • Does anyone re-enter data instead of transferring it electronically? That’s inaccurate and wastes time.
  • Are you frequently interrupted to provide ad hoc information? Consider using Adagio FX or GridView to allow staff to self-serve with these password-protected, read-only tools. I’ll bet some requests can be handled simply by setting up the SmartFinder correctly.

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