To do a bank reconciliation, start by going to Banking > Bank Reconciliation. Next, select the account to reconcile [1], and enter the reconciliation date from the bank statement [2] to hide any transactions from after the statement date (this…
Company Standard Trims Standard trim profiles allow a Paradigm user to use previously created trim drawings as a springboard toward making a custom design for a customer. For instance, say a customer wants ridge cap for a job that he…
An MBS import file can be imported as transaction detail lines on the order. This uses the MBS file named “bom_shp.ini”, located in the MBS job folder. Generating The MBS File To generate the MBS “bom_shp.ini” file, go to Output…
The trip info pop up contains all of the information about the trip. It allows the user to change trip header information, assign stop order, customize freight, print paperwork, and more. Trip Info Header Buttons Stop Order Rows From this…
This FAQ will go over how to record in Paradigm when a customer asks for additional cash on a debit card transaction. Cash Back When a customer asks for cash back, record this by adding a Undeposited Funds GL line…
This FAQ will go over how to create debit memos, which are used when returning items to a vendor. Returned Item Getting Added back Into Stock If an item is being returned, and is getting taken out of stock, a…
This FAQ will go over the Pay Bills Multi-Vendor screen in Paradigm. Pay Bills Multi-Vendor The Pay Bills Multi-Vendor screen can be found by going to Accounts Payable > Pay Bills Multi-Vendor From there, bills can be selected and then…
This FAQ will go over how to set up the preferred payment method on a vendor. Also see this FAQ for ACH Payments To Vendors. Preferred Payment Method To set the preferred payment method, go to the vendor’s detail tab…
This FAQ will go over the inventory color list in Paradigm. The inventory color list can be found by clicking the gear icon beside the color drop down: Entering Colors Here the color name and abbreviation can be filled in.…
This FAQ will go over how to add new item colors in Paradigm. Color List Follow this FAQ to add the new color to the color list in Paradigm: Inventory Color List New Items Export Template Items Item Import Sheet…
