Automatic Print Later flag

Inventory, Knowledge Base, Process, Setup

The Print Later flag for inventory items identifies when items need a new bin tag. You can view or set this flag for any inventory item in the Inventory module, on the General tab, in the Item Information pane. The Print Later flag can also be set automatically when a change in inventory information, such […]

Statement print for window envelopes

Knowledge Base, Setup

To set up monthly statements to support envelopes with windows: In Paladin, from the main menu, select File > Setup. Select the Receivables tab. In the Receivable Settings pane, check Fit Statement to Windowed Envelope. Click Save, and then click Close.

View the last 100 invoices

Invoice/Quote, Knowledge Base, Process, Setup

In Paladin, you can see a list of recent invoices (up to 100) for a terminal or customer, and quickly reprint or email an invoice in the list. If you have a customer selected in the Invoice/Quote module, you will see the invoices for that customer from all terminals. Otherwise, you will see the last […]

Export employee list into Excel

Knowledge Base, Process, Reports, Setup

You can export employee information into a Microsoft Excel spreadsheet with the following columns: First name Last name ID Active status To export the employee list into an Excel file, follow these steps: In Paladin, form the main menu, select File > Setup. Select the Employees tab. Below the list of employees, click Export. An […]