MODULES AVAILABLE/SCALABILITY - 4 Stars The financial suite includes GL, AR, Invoices, AP and the Financial Reporter. Operational suite modules include Inventory, Order Entry and Sales Analysis. For professional services firms, the Time & Billing module provides management of time and disbursement accounting, WIP management and transaction billing. Another module, GridView, offers read-only access to Adagio accounting data for management reporting and analysis.
The Adagio modules are appropriate for up to 50 users. As mentioned above, the program can use the actual unmodified data files used by ACCPAC Plus, or create the data files with its proprietary multi-user database. The licensing scheme utilizes 'LanPaks' that are used to manage multi-user access to each module. It is only necessary to purchase additional LanPak licenses if multiple people will be accessing the same module at the same time or if an operator will be using the same module on multiple datasets simultaneously. If you have an accounting staff where one person manages AR, one manages AP, and so forth, multi-user licensing is not even necessary.
EASE OF USE/ TRANSACTION ENTRY - 4 Stars The program uses a fairly simple design that relies on the use of batches for data entry and processing. Each module is installed and launched independently and maintains its own data for each company. The module data is then ultimately imported into the GL module for posting and financial reporting purposes. The system supports a six-character account number and optional six-character department designations, with a 12- or 13-period fiscal year.
Data-entry screens are user-friendly and well designed. A tiered drill-down system is used for editing and adding transaction data. For instance, in the AR module, you begin data entry by opening the Invoice Batches window. At this point, you can create, edit, delete or post batches, which are listed in a grid format. By double-clicking on a batch, another window opens that displays the records in that batch, which again can be added, copied, edited or deleted. A double-click on the desired record opens the actual record editing window. Lookups are provided for the primary fields, as well as the ability to access related information such as customer and payment history on the fly.
CUSTOMIZATION/SECURITY - 4 Stars Since this product is designed to address the smaller business with a limited need for customization, Adagio provides a fairly constrained data-entry environment. Softrak has attempted to limit the product's complexity and provided customization features primarily to the area of documents and reporting. Within each module, the specification designer lets you customize the documents that are applicable to that module. For example, checks, invoices, orders, picking slips and statements can be fully customized using a WYSIWYG formatting editor. This provides a great deal of flexibility for the core built-in document types.
Security is provided at the module level. For each module, you first set up user groups that define what parts of the program the users are allowed to access. Then, you define which menu items users in each group are allowed to access.
INTEGRATION/IMPORT/EXPORT - 4 Stars All modules are integrated through a process of importing batch information. Transactions that are created through modules such as AR, AP, and so forth are ultimately imported and processed for posting and reporting through the ledger module. For data export and analysis, Adagio offers a read-only OLEDB interface that can be used to access virtually any data within the accounting modules for export to popular formats such as ASCII or Excel using programming languages such as Visual Basic. The Financial Reporter module displays grids in all modules and provides a built-in one-click export process to Microsoft Excel.
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