Transaction detail lines can imported by clicking on the “Import File” button in the header on a transaction. From here, choose the file and the settings for the import. Standard Import Format (Fields Marked with an Asterisk will be Imported)…
System Requirements Suggestions
Many of the standard functions in Paradigm can be automated to save time and ensure processes are done in a timely fashion and not forgotten. Here is a non-exhaustive list of scheduled jobs Paragon has set up previously – if…
Throughout the course of business, it is possible for the value of inventory on the valuation report to diverge from the value of inventory on the Balance Sheet. Common causes of this issue include nonstock items posting to an inventory…
Bundles and comment lines are a great way to subdivide and organize transaction detail lines. Bundle codes especially are utilized heavily to get products packaged how the customer wants them. Bundle Lines Bundle lines can be added to a transaction…
The tab stops for the fields of a transaction’s header can be customized at the company level for all users. These can be set up per form by going to System > Company Preferences > Custom Setup. Information about setting…
The view related button can be used on almost any form, to find related documents for the current transaction. The related documents on this list are linked to the current transaction. They are usually linked by being converted into or…
Why can’t I post a invoice if it has a zero dollar line item? By default, invoices and orders are not postable when they have $0 detail lines, to prevent invoicing special order items without a price. There are two…
When items are consumed from inventory by a company’s own use, use tax is typically owed on the cost of those items. This FAQ will go over two different ways this can be recorded in Paradigm, but note that we…
When viewing a report, there a couple different options when saving or navigating through it. More information on running reports can be found here: Reports List Report Shortcuts More info on keyboard shortcuts can be found here: Paradigm Keyboard Shortcuts…
