This FAQ will go over general ledger departments, entities, and locations in Paradigm ERP. Reports can be set up to view profitability at the department, entity, or location level instead of just the account/corporate level, contact Paragon Support to have…
The email batch form is used when sending multiple emails at once from list screens. It allows the set of emails to be reviewed and edited before being sent. To edit an individual email, click on the folder icon or…
The email queue can be found by going to System > Email Queue. This form can be used to view sent or unsent emails, resend emails, or search for a sent email. Administrator level 1 accounts will have an option…
This FAQ will go over how to mark items as taxable, nontaxable, and how to handle some special cases. Marking an Item As Nontaxable To mark an item as nontaxable, go to the item’s detail tab, and set the Default…
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…
