2020 Online Accounting Technology Seminar Series
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2020 Online Accounting Technology Seminar Series
Transcript of 2020 Online Accounting Technology Seminar Series
2020 Online Accounting TechnologySeminar Series
What’s Adagio?
What’s Adagio?
A multi-user, multi-currency, modular accounting system offering specialized solutions for distribution, job costing, time & billing and reporting.
Adagio is:
Adagio is:
A batch-based, modular, multi-currency, multi-user accounting system.
Designed for an organization with
➢ An annual budget of $2.0 - $100 Million
➢ Full-time accounting department (or person)
➢ No IT department
➢ Report driven
What’s Adagio?
What’s Adagio?Adagio Accounting is:
✓ A multi-user, multi-currency, modular system. ✓ Designed for an organization with
➢ An annual budget of $2 - $50 Million➢ Full-time accounting department (or person)➢ No IT department➢ Report driven➢ Supported by 1-5 person company
✓ NFP, First Nations, Wholesale/Distribution, Construction, Light Manufacturing✓ Batch based✓ Designed with the accountant in mind ✓ About $2000-3000 per module + 20% annual support✓ Multi-user licensing about $300-500 per user✓ Adagio Cloud starts at $245 per month
Why batches?
Allow easy checking of work prior to posting
Ease training of new staff
Increase control
➢ Batch listings
➢ Verify account allocation
➢ Posting journals
Businesses move there naturally
➢ "Close batch" on credit cards
➢ Daily bank deposits
➢ Timesheets
What’s Adagio?
What’s Adagio?
Better for client write-up✓ Combined or departmental financial
statements without resorting to Excel✓ Powerful customized reporting✓ Features designed for Not-for-profits
and First Nations
A Game-changer for audit✓ Drill down from a financial statement
to the original source document✓ Direct import to CaseWare
Adagio + Vertical Solutions
What’s Adagio?
Uniquely Adagio
Adagio Financial Reporter
✓ Full spreadsheet
✓ Departmental
✓ Drill-down to balanced journal entry
✓ Display attached documents
Adagio Ledger
User defined Chart✓ Account-department✓ Departmental control✓ Financial statement layout independent of
Chart or Accounts✓ 12 or 13 fiscal periods +
Y/E Adjustment period
Account posting controls✓ Mark account inactive✓ Close specific periods✓ Prevent posting from unexpected source
Adagio Ledger
Budgets✓ 2/year (budget / forecast)
✓ Lock budgets once approved
✓ Zero or copy next year’s budgets
✓ Enter or import figures
Department control✓ Optional, unlimited departments
✓ Department budgets
✓ Close to separate retained earnings account
✓ Close individual departments
✓ Mark departments inactive
Adagio Ledger
Soft year end
✓ Open budgets (2 sets) before open year
✓ Full financial reporting in new year prior to close
✓ Specific closing period for y/e adjustments
Spreadsheet financial reporter
Adagio Ledger
Reports
✓ Batch Listing
➢ Print errors only
➢ Print summary
✓ Posting Journal
➢ Unique sequence number
➢ Account summary at end
Adagio Ledger
Reports✓ Trial Balance
➢ Worksheet or Report format➢ Account or Account-Department➢ Suppress
– Inactive accounts– $0.00 balance accounts
✓ G/L Detail Listing➢ Can span fiscal years➢ Detail or summary form➢ List transaction units
Combined or departmental financial statements without resorting to Excel
Powerful customized reporting
Features designed for Not-for-profits and First Nations
Better for client write-up
Drill down from a financial statement to the original source document
Direct import to CaseWare
A Game-changer for audit
What’s Adagio?
Challenges you’re facing
This looksIncorrect.
Uniquely Adagio
DocStore
✓ Generate
✓ Attach
✓ File
Uniquely Adagio
DocStore
✓ Generate
✓ Attach
✓ File
Uniquely Adagio
The Adagio Grid
✓ Selectable columns
✓Hide inactive records
✓ Filters & Styles
✓ ExcelDirect
Specifications
✓ Simple to use
✓Assign object to copies
Adagio GridView
✓ Powerful inquiry toolthat anyone could use
✓ Summary vs Detail
✓ Selection by filtersor linking
✓ Top/Bottom N
Adagio for Accountants
Not For Resale Copies of On Premise Adagio Modules
Adagio Cloud Sandbox
Technical Documentation & Resources
Priority Tech Support – email, forum, telephone
Training – in person & videos
Co-Marketing Opportunities
Match you up with an existing and experienced full Adagio Reseller Partner (VAR)
Referral Fee
No sales quota & a $200 referral fee for an Adagio sale into a new site
Email [email protected] for more info
What does the program include?
$100 p/ month.
ATT2020
