Overview: Dynamics GP Accounting Integration
Integration, Knowledge Base
Eliminate the time-consuming process of transferring your daily financial activity summary and closed purchase orders into Microsoft Dynamics GP. No muss, no fuss, no manual entry. Our integration transfers the day’s general ledger activity summary to your Dynamics...
Eliminate the time-consuming process of transferring your daily financial activity summary and closed purchase orders into Microsoft Dynamics GP. No muss, no fuss, no manual entry. Our integration transfers the day’s general ledger activity summary to your Dynamics...
How to troubleshoot an image error on statements
Knowledge Base, Troubleshoot
Issue: When you open a PDF statement, the store logo does not appear and this happens: In Adobe Acrobat, this message appears: “Insufficient data for an image” In Foxit Reader, a black box appears in place of the store logo. Solution: Remove and reupload...
Issue: When you open a PDF statement, the store logo does not appear and this happens: In Adobe Acrobat, this message appears: “Insufficient data for an image” In Foxit Reader, a black box appears in place of the store logo. Solution: Remove and reupload...
How to turn off Excel attachments for emailed statements
Knowledge Base, Setup
By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by...
By default, email statements include a PDF statement and an Excel spreadsheet with this information on separate tabs: Statement Information – store information and statement summary. All Transactions – an itemized list of the customer’s transactions organized by...
How AOS (Acehardware.com Order System) integrates with Paladin
Ace Hardware, Knowledge Base
Paladin Point of Sale is fully integrated with the Acehardware.com Order System (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin Point of Sale database is updated automatically by...
Paladin Point of Sale is fully integrated with the Acehardware.com Order System (AOS) to support “buy online, pick up in store” purchases. All in-store pick up transactions occur in AOS, and your Paladin Point of Sale database is updated automatically by...
How to assign Sage 50Cloud Accounting GL accounts to Paladin accounting categories
Knowledge Base, Reports, Setup
Before you can set up the Sage 50Cloud Accounting integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. On the File menu, click Setup. Click the Accounting tab. For each accounting category, enter the corresponding Sage...
Before you can set up the Sage 50Cloud Accounting integration, you must assign Sage50 account numbers or names to the Paladin accounting categories. On the File menu, click Setup. Click the Accounting tab. For each accounting category, enter the corresponding Sage...
How to create a pick list for outstanding order items
Invoice/Quote, Knowledge Base
This feature requires Paladin Release 2021 – A (build 4177) or later. The Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices and more. Provide this list to your...
This feature requires Paladin Release 2021 – A (build 4177) or later. The Pick List report provides a list of outstanding order items sorted by order in Excel. Order item details include unsold item quantities, prices and more. Provide this list to your...
How to send a bulk email to charge customers
Customers, Knowledge Base, Maintain
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in the Customers module and must have an email address on file. In Paladin, on the Maintain menu, select...
This feature sends an email to all customers with a store account. To receive the email, the customer must have a non-zero Credit Limit on the Credit tab in the Customers module and must have an email address on file. In Paladin, on the Maintain menu, select...
How to add accounting software account names/numbers to the GL Summary Report
Knowledge Base, Setup
Follow these steps to assign the account numbers/names in your accounting software to Paladin accounting categories so that they are included when you export general ledger data. Note: If you are exporting to QuickBooks, use this article instead. On the File menu,...
Follow these steps to assign the account numbers/names in your accounting software to Paladin accounting categories so that they are included when you export general ledger data. Note: If you are exporting to QuickBooks, use this article instead. On the File menu,...
How to view supplier warehouse SOH
Inventory, Knowledge Base, Purchase Orders
You can access stock on hand information your designated warehouse | distribution center in Paladin when ordering (PO module) or for an individual item (Inventory module). This feature is available for these EDI suppliers: Ace, True Value, Do It Best, Orgill This...
You can access stock on hand information your designated warehouse | distribution center in Paladin when ordering (PO module) or for an individual item (Inventory module). This feature is available for these EDI suppliers: Ace, True Value, Do It Best, Orgill This...
About automatic ACH eCheck deposits
Invoice/Quote, Knowledge Base
The automatic check deposit feature transfers check payments into your bank account, overnight, using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information must be...
The automatic check deposit feature transfers check payments into your bank account, overnight, using the customer’s bank account information on file or check information entered at checkout. During invoicing, if a customer is selected, check information must be...
About Trustwave
INTERNAL, Knowledge Base, Setup
Trustwave is a cybersecurity and managed security services provider through Worldpay that helps merchants maintain PCI compliance. To maintain PCI compliance, Trustwave customers must periodically fill out a questionnaire and may call with questions. How to contact...
Trustwave is a cybersecurity and managed security services provider through Worldpay that helps merchants maintain PCI compliance. To maintain PCI compliance, Trustwave customers must periodically fill out a questionnaire and may call with questions. How to contact...
Point of Rental Essentials Integration User’s guide
Integration, Knowledge Base
This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. Learn more about this integration. If you need to set up the Paladin integration with Point of Rental Essentials or have more questions about the...
This guide is for clients that use the Paladin integration with Point of Rental Essentials to process rental payments. Learn more about this integration. If you need to set up the Paladin integration with Point of Rental Essentials or have more questions about the...
Overview: Accounts receivable and sales tax reporting
Knowledge Base, Taxes
Paladin Data Corp’s accounting calculations and reporting methods—including sales tax reporting—follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to...
Paladin Data Corp’s accounting calculations and reporting methods—including sales tax reporting—follow generally accepted accounting principles (GAAP) and are designed to reconcile all presented data. Understanding the timing of revenue recognition is key to...
New Admin Access level replaces Admin passwords
Features and Updates, New Features
This feature does not apply to stores that use TranSentry credit card processing. Admin passwords will still be required for those stores. Admin access will be granted via a new Admin Access permission setting in the Access Levels pane on the Employees tab in Paladin...
This feature does not apply to stores that use TranSentry credit card processing. Admin passwords will still be required for those stores. Admin access will be granted via a new Admin Access permission setting in the Access Levels pane on the Employees tab in Paladin...
How to search for used coupons in the Transaction Report
Customers, Knowledge Base, Reports
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. On the top ribbon, click the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report,...
You can search for issued or redeemed coupons in the Transaction Report by using a keyword search. On the top ribbon, click the Reports module. In the Report Area pane, select Sales Analysis > What I Need To Know. In the Report List pane, select Transaction Report,...