Welcome to the AdmCloud Manual

Generate the monthly purchases (606), sales (607) and voided-receipts (608) reports the DGII requires, and download the file ready to upload to its online portal. Dominican Republic only.

Create your own tags to organize your general ledger accounts, independent of their class.

Move all of a ledger account's history to another account and delete the original account, to correct or merge chart-of-accounts entries without losing history.

Automatically redistribute balances between ledger accounts and dimensions each month, either with a fixed split or driven by a statistical account.

Define the allowed date ranges for your transactions and close them by area once you've reviewed them.

Compare your budget against what's been executed and what's on order in purchasing, by ledger account or by division, department, location and item class. Requires the Budgeting module of the Enterprise edition.

Plan how much you expect to move on each ledger account, month by month, and compare it later against what's executed and on order in purchasing. Requires the Budgeting module of the Enterprise edition.

See all your cash and bank accounts on a single screen, each one with its balance.

Review where your cash came from and went for operations, investments and financing, calculated automatically by the indirect method from your chart of accounts.

Manage your company's general ledger accounts: how to create them, organize them in a hierarchy and their validations when saving.

Visualize your sales, accounts receivable and payable, collections, CRM opportunities, service requests and a ledger account's balance or movement in read-only charts.

Build your own Profit & Loss or Balance Sheet templates, choosing which comparison columns to show. Beta feature.

Customize your Dashboard's panels and review the Financial Dashboard with yearly trends and a summary of your key indicators. Requires the Enterprise plan.

Split your company into internal areas, with up to 3 hierarchy levels, to use as a cost/profit center on your transactions, budgets and reports. Requires the Premium plan or higher.

Segment your company by business line, brand or business unit, to use as a dimension on your transactions, items, budgets, fixed assets and payroll. Requires the Premium plan or higher with the feature turned on.

Fix the ledger account and analysis dimensions on your vendor Bills, Notes, Expenses and Account Payments, one at a time or in bulk, without voiding the document.

A ledger catalog that groups your expense types and links each one to a single ledger account, to speed up and standardize the entry of expense lines.

Review your monthly expenses, compare them between two periods, or group them by division, department, location or item class to see where your money is going.

Break down your return on investment with DuPont Analysis and compare your balance sheet and income statement indicators between two periods with Smart Financial Analysis, explained by AI. DuPont requires the Enterprise plan with Advanced Finances.

See how much cash you expect to have, and how much you expect to collect and pay, calculated automatically from your bank balances and your invoices' estimated dates. Requires the Premium plan or higher.

Review your Balance Sheet, Profit & Loss Statement, Trial Balance and your ledger account balances by dimension.

Update the functional-currency value of your foreign-currency accounts to a new exchange rate and automatically generate the exchange-difference accounting entry. Requires multi-currency.

Browse the predefined classes that determine how each account in your chart of accounts behaves.

Record manual accounting entries (accruals, corrections, transfers between accounts) when no other transaction in the system generates them automatically.

Download a tab-delimited text file with a specific month's accounting movements, ready to open in a spreadsheet or import into an external accounting tool.

Manually correct, account by account, the local-currency balance of an account that controls a foreign-currency balance, without affecting its balance in that currency. Requires multi-currency (Standard plan and above).

Note down an expected income or expense that doesn't have an invoice or document yet, so it's automatically included in your cash flow projection reports.

Generate the monthly ATS report the SRI requires with your purchases, sales, exports and voided receipts, and download the XML file ready to file. Ecuador only.

Record quantities or units (not money) against your statistical accounts, to track informational data without affecting your accounting. Requires the Advanced Financials module.

Automatically calculate the VAT/IT1 due for a month, with its breakdown of operations, withholdings and balances, and drill into every amount down to the original transaction.

Carry over the outstanding balance from your previous system into AdmCloud in a single document per customer, without rebuilding every old invoice.

Turn on the weekly, hands-free emailing of account statements to customers with overdue invoices, with an optional blind copy and a test mailing.

Check a batch of credit invoices, promotion invoices and cash invoices and email them all at once, with an optional extra message.

Register your cash sales: move inventory, generate the accounting entry against your cash or bank accounts and the fiscal document, with no balance left outstanding.

Record the collections you receive from customers, apply them to open invoices or ledger accounts, and generate the accounting entry and the fiscal document.

Record the return of items from a cash invoice and the cash refund, with its accounting entry and fiscal document.

Work your entire accounts receivable portfolio from a single screen: open documents, comments, collection emails and customer contact. Requires the Enterprise plan.

Automatically calculates each sales rep's commission on cash and credit sales, in Detailed, Summarized and Summarized by Invoice views, applying your Commission Rules. Requires the Enterprise Incentives module.

Define your sales reps' commission percentage by sales rep, customer, item, brand, sale margin or payment days, so the Commission Reports calculate it automatically. Requires the Enterprise Incentives module.

Review and export your customer list with tax ID, credit limit, balance and delinquency status, ready to submit to the credit bureau or prioritize collections. Dominican Republic customers only. Requires the Enterprise Core module.

Register your credit sales: move inventory, generate the accounting entry and the fiscal document, and create the customer's receivable balance.

Review a customer's account statement, bulk-email it, review their movements from the portal and adjust the estimated collection date on their invoices.

Break a customer with several locations down into branches, so the Customer Portal asks each contact to pick theirs and, optionally, shows only a restricted catalog of items. Requires the Advanced Sales module.

Group your customers by type or segment to filter reports and target promotions, campaigns and budgets by category. Requires the Standard plan or higher.

Offset a customer's existing documents against each other (invoices, credit or debit notes, cash receipts and advances) without moving any new money.

Reduce a customer's balance to correct an invoice, record a return or a discount, generating it from scratch or from another document.

Increase a customer's balance to bill an extra charge on an invoice or correct an under-billed amount, generating it from scratch or from another document.

Give your customers a self-service site to review their account statement, pay invoices, create quotes and sales orders, and follow up on their service requests and contracts.

Let one of your customer's contacts manage other coworkers with Customer Portal access on their own: their permissions, branches and sales-order date window.

Record money received from a customer before invoicing it, optionally linked to a sales order, with its accounting entry.

Authorize a customer's merchandise returns line by line before generating the matching return reception or credit note.

Register who you sell to with their credit, pricing and sales-rep terms, and review their full history in one place.

Forecast how much you'll sell of each item going forward from your sales history, using average, linear regression or statistical analysis, and fine-tune the result by hand. Requires the add-on Demand Planning module.

Generate draft invoices from stock allocations or sales orders to bill, and convert them into a final credit invoice. Requires the Enterprise Advanced Inventory module with Stock Allocations enabled.

Record in AdmCloud a sales invoice from before your migration, without moving inventory or accounting, to keep the customer's history and be able to issue credit or debit memos on it.

Schedule up to three automatic email reminders to your customers about their credit invoices: before they're due and with two notices after they're overdue, each with its own text.

Generate late-payment interest charges in bulk on overdue invoices, per invoice or grouped by customer. Requires the Enterprise plan with the Accounting module active.

Set up discount rules by item or customer (buy X get Y, volume discount or percent discount) that apply on their own when billing. Requires the Enterprise plan.

Sell the same item at different prices depending on the customer (wholesale, retail, VIP...), by assigning a price per Level to each item or calculating it as a percentage of another Level. How many Levels you can create depends on your plan.

Record merchandise or services handed over free of charge (samples, gifts, promotions): deducts inventory and posts the promotion cost and revenue, without creating a receivable balance. Not available in Ecuador or Guatemala.

Offer pricing to your customers before selling to them: stage board, optional authorization, and direct generation of sales orders or invoices, one at a time or in batch.

Create an invoice template for a customer you bill on a recurring basis (subscriptions, monthly services) and generate the actual invoices automatically once each one is due. Requires the Basic plan or higher.

Record when the bank returns a customer's check, reversing the original collection and leaving the invoice outstanding again.

A fiscal catalog that classifies your sales by the code your tax authority requires, used on Credit and Cash Invoices. DGII codes are auto-seeded in the Dominican Republic.

Plan how much you expect to sell of each item, month by month, by hand or auto-generated from your sales history, and compare it later against what was billed. Requires AdmCloud to enable the feature for your company.

Browse your Credit, Cash and Promotion Invoices in a single table: search, filters, bulk deletion and direct access to their reports.

Commit a sale before invoicing or shipping: authorization workflow, credit-limit and overdue-invoice validation, and direct generation of invoices, dispatch notes and other documents.

Analyze your already-billed sales by Customer, Item, Sales Rep, Territory, Location/Subsidiary, month by month or by fiscal document, with cost and margin variants based on your permission.

Plot your sales reps' geolocated Orders, Quotes, Invoices, Receipts, Notes, Returns, Opportunities and visits on a map, to confirm their real route in the field. Requires the Enterprise plan.

Split your market by geographic area and assign it to your Customers to classify your sales documents, Sales Budgets, dispatch Destinations and mail Campaigns. Supports up to a 3-level hierarchy if your company enables it.

Record the VAT or income-tax withholding certificate a customer gives you when paying you, reducing the affected invoice's balance. Beta feature from the Basic plan.

Browse your Vendor Bills, Purchases with Reception, Expense Reports, and Account Payments in a single list, with common filters, quick creation by type, and customizable columns.

Upload your bills and purchase receipts and AtIna recognizes vendor, date, amounts and taxes; review the cards and register them as Vendor Bills or Expense Reports, one at a time or up to 20 at once.

Receive vendor bills by email, manual upload or mobile app, and (in the Dominican Republic) electronic tax receipts from the DGII, and register them as transactions in a few clicks.

Review the e-CF your vendors issue to your Tax ID (Dominican Republic), check them against the signed XML and register them as Vendor Bills, Expense Reports or Purchases with Reception, or ignore them.

Record travel and small purchases reimbursable to an employee, or paid right away from a cash account, with its accounting entry and fiscal document.

A fiscal catalog that classifies your purchases and expenses by the code your tax authority requires, used on Vendor Bills and Expense Reports. DGII codes are auto-seeded in the Dominican Republic; the field is required in Ecuador.

Validate your purchase documents' Fiscal Receipt Numbers (NCF) with the DGII, and review the ledger accounts AI suggests for your vendor bills, receptions, notes and expense reports. Requires the corresponding features enabled for your company.

Record the formal order you place with a vendor, route it for authorization, and track it until it becomes a reception or a bill. Requires the Standard plan or higher.

Bulk-send or resend your authorized Purchase Orders to their vendors by email, with date and vendor filters. Requires the Standard plan or higher.

Record an employee's internal request to purchase something, route it for authorization, and turn it into a vendor quote request or a Purchase Order. Requires the Enterprise Advanced Purchases module.

Ask several vendors for pricing on the same items, compare their proposals, and generate the Purchase Order for the winning vendor. Requires the Enterprise Advanced Purchases module.

Record the VAT/sales tax or income tax withholding certificate you issue to a vendor on their bills, reducing their open balance. Requires the Basic plan or higher.

Review a vendor's open bills, notes and prepayments as of a cutoff date, summarized, detailed or grouped by purchase order.

Register the debt you take on with a vendor: calculate taxes and withholdings, post the expense and create the open payable balance, without moving inventory on its own. Requires the Start plan or higher.

Group your vendors by type or segment to filter and organize vendor reports and lookups by category. Requires the Standard plan or higher.

Offset a vendor's existing documents against each other (bills, debit notes and prepayments) without moving any new money.

Record a credit granted by a vendor (return, discount or overcharge), apply it to the affected bill and reduce what you owe without voiding the original purchase.

Record an extra charge a vendor adds to a purchase already billed (freight, a price difference or another charge) or correct an under-billed amount, increasing what you owe them.

Record money given to a vendor before their bill exists, to apply it later with Vendor Credit Applications.

Record a vendor's goods receipt and the debt you take on for it in a single document, with optional import landed costs. Requires the Start plan or higher.

Request authorization before returning merchandise to a vendor, and only once authorized generate the corresponding Dispatch and Credit Note. Requires the Enterprise Advanced Inventory module.

Register who you buy from with their payment, currency and purchasing-control terms, and review their purchases and payables in one place.

Pre-authorize the maximum discount allowed per item or business line, user or group, so it's validated automatically when Quotes and Sales Orders are authorized.

Define how your items' barcodes are structured (by identifier or by fixed position) so AdmCloud automatically extracts the item, quantity, lot and other data when scanned.

Group your Bills of Materials by product type or family and document each group's reference ledger accounts. Requires the Manufacturing module.

Define a finished product's recipe: raw material, services and operations path, to calculate its cost and generate Production Orders. Requires the Manufacturing module.

Move stock from one Bin to another within the same Location, with Lot, serial or attribute tracking when the item requires it. Requires Advanced Inventory.

Record the physical outbound movement of goods from your warehouse, generated from a Sales Order, a Vendor Return, a Transfer or a Project, deducting stock as soon as it's saved.

Record, in a single document generated from a Production Order, the raw material consumed and the finished products and services produced. Requires the Manufacturing module.

Ask for items to be handed out from a warehouse, with your supervisor's prior authorization, and track their dispatch. Requires the add-on Equipment Maintenance module.

Review the actual production recorded when building from a Production Order: finished products manufactured, services consumed and operations path. Requires the Enterprise Advanced Manufacturing module.

Record the physical arrival of goods at your warehouse, generated from a Purchase Order, a Vendor Bill or a Customer Return Authorization, increasing inventory as soon as it's saved.

Correct an item's stock for a physical count, shrinkage or damage, with automatic costing and accounting entry, and bring an entire warehouse's stock to zero with a single process. Included from the Basic plan.

Correct an item's stock while entering the unit cost of each line yourself, without the system recalculating it automatically. Included from the Basic plan.

Define subdivisions (aisles, shelves, pallets) inside your Locations to know exactly where each item is stored. Requires Advanced Inventory.

Generate dispatches, sales invoices, vendor bills and consignment invoices in bulk from what's already dispatched, received or transferred and still pending billing.

Browse items and services together in a single list, create or delete records in bulk, and mass-recalculate your item prices by percentage or factor.

A direct catalog of every option (value) of your item attributes, such as Red or Blue, to browse, create or edit them without opening each attribute separately.

Define variable characteristics such as Color or Size, with their options, to create item variants with their own barcode. Requires Advanced Inventory.

A catalog of brands to assign to your Items and Item Models, used in reports, brand-based commissions and your web store's catalog. Included from the Basic plan.

Classify your items into hierarchical categories up to 3 levels deep for profitability reports, automatic accounting by line, budgets and commissions.

Register the customs declaration (import-entry) numbers of your imported items and require them on inventory transactions, like a Lot. Requires the Enterprise plan with Advanced Inventory.

Group your Items, Services and Kits to filter them on reports, Reorder Level, Demand Planning, Sales Budgets, Price Lists and your Web Store.

Track your items by lot (batch), with an expiration date and optional authorization, to trace exactly which stock came in, moved or expired. Requires Advanced Inventory.

Enter and look up each item's price on every Price Level: currency, unit of measure and an additional discount percentage, with a list you can filter by Subsidiary, Location, Brand and Class.

Register the products you buy, sell or manufacture, with their prices, units, taxes and traceability, and review their movements, costs and demand.

Group several items under a single code to sell or deliver them together, automatically deducting each component from inventory. Requires the Premium plan onward.

Group an in-transit shipment's landed costs (freight, insurance, customs) to spread them across the items once received. Requires the Standard plan or higher.

Review, reception by reception and item by item, the real landed cost of your imported goods: FOB price plus the import expenses spread through its Landed Cost Code. Requires the Standard plan or higher with Advanced Inventory.

Ask for items to be moved from one warehouse to another, with prior authorization, and generate the source Dispatch and destination Reception from it. Requires Advanced Inventory.

Record the immediate movement of items between two of your own Locations, with no authorization workflow, including the handling of consigned inventory with customers.

Move items between two Locations while automatically spreading indirect costs (freight, insurance, customs) across them, so they arrive with their liquidated cost. Requires Advanced Inventory with Landed Costs.

The catalog of your warehouses and branches, organizable in a hierarchy, used across purchasing, sales, inventory, payroll, fixed assets and projects. How many you can create depends on your plan.

A catalog of the steps in your manufacturing process (Cutting, Assembly, Painting...) to identify them on the Routing of your Bills of Materials and on your Production Order tasks. Requires the Advanced Manufacturing module.

Record the counted quantity of each item in a warehouse and, when authorized, let AdmCloud calculate the difference against the system's stock and adjust it with its accounting entry. Included from the Standard plan.

A read-only board with your Production Orders' tasks grouped by Work Center: daily task status and weekly workload plan. Requires the Enterprise edition with Advanced Manufacturing and this feature enabled.

Group your Bills of Materials' operations routing by manufacturing line or station, and schedule its tasks by line from the Production Orders' Scheduling screen. Requires the Enterprise edition with Advanced Manufacturing and this beta feature enabled.

A personal inbox with the Operations Routing steps assigned to you on open Production Orders, to mark their start, finish and comments without opening the full order. Requires the Advanced Manufacturing module.

Record the manufacture of a product from a Bill of Materials: raw material consumption, output obtained, progress, planning and cost. Requires the Manufacturing module.

Split your manufacturing process into phases and assign them to your Bill of Materials lines to track production stage by stage. Requires the Advanced Manufacturing module.

A catalog of the quality checks on your manufactured products (Weight, Color, pH...) to assign them, with their unit and acceptable range, on the Quality Assurance tab of your Bills of Materials. Requires the Advanced Manufacturing module.

Record the raw material that leaves inventory for a Production Order, tracking locations, lots, serials and attributes. Requires the Manufacturing module.

Issue the transport document that legally backs the shipment of already-invoiced or dispatched merchandise, with driver, plate and route. Requires Ecuador or the feature enabled for other countries.

Find out which items to buy, transfer or manufacture based on the stock projection against the reorder level, in standard, MRP or MPS mode. MRP and MPS require the add-on Enterprise module.

Bring authorized customer returns or location-transfer destinations into inventory, without ever receiving more than what's pending. Requires the Enterprise edition with Advanced Inventory or Location Transfer Requests.

Register a unique identifier for each unit of a Serializable item and select it on your inventory transactions to know exactly which unit moved. Requires the Enterprise plan with Advanced Inventory.

Register what you sell or buy that isn't a physical product (labor, consulting, fees), with its prices, taxes and GL accounts.

A catalog of shipment ports to assign to your items and vendors. Requires the Enterprise plan with the Advanced Inventory module active.

A catalog of the ways you dispatch merchandise to your customers (store pickup, courier, own truck...), to record it on your sales and purchase documents.

Manually set aside an item's stock for a specific Sales Order, by location, lot or customs declaration, before billing it. Requires Advanced Inventory (Enterprise) with the Stock Allocation feature enabled.

Check your stock by item, by location or down to the bin and lot, your real availability after reserved quantities, and your inventory rotation in units or cost. Included from the Basic plan; Detailed Stock and Rotation require Advanced Inventory (Enterprise).

Physically hand out items from a warehouse for the maintenance of a piece of Equipment, reducing inventory and posting the accounting entry, from scratch or from a Dispatch Request or Sales Order.

Catalog of units (Unit, Box, Kilogram, etc.) that serves as the base for UOM Plans, where you define how one unit converts into another for each item. Requires the Inventory module.

Group Units Of Measurement and set the conversion Factor between them (for example, how many Units make up a Box); each item uses a Plan to restrict its purchase, sales and report units. Requires the Inventory module.

Assign already-authorized Sales Orders, Returns and Transfers to a warehouse picker, track what's pending pickup and what's already assigned, with a real-time monitor for the warehouse screen. Requires the add-on WMS module.

Scan barcodes to receive purchases, pick orders, pack, ship, transfer merchandise between bins and take physical counts. Requires the add-on WMS module.

Define the place, machine or station where each production step happens, with its hourly cost, to assign it on the Routing of your Bills of Materials and on the Production Floor. Requires the Advanced Manufacturing module.

A catalog of your employees' education levels, used on their record and on the DGT-3 and DGT-4 labor reports.

Review your employees' check-in history from your access-control devices, linked to the card registered on their record.

Capture the worked hours of many employees at once and authorize them in bulk so AdmCloud automatically generates each one's hour entry.

The master catalog of concepts that add to or subtract from payroll (salary, bonuses, income tax, health insurance...), with their calculation method, ledger accounts and who they apply to.

Register, for a specific employee, income and deductions outside the regular payroll run (bonuses, commissions, loans), with an automatically suggested amount. Requires the Enterprise plan with the Payroll module active.

A catalog of your employees' disabilities, used on their record and on the DGT-3 and DGT-4 labor reports.

A free-form catalog to group your employees (Administrative, Operational, Management, etc.), used as a filter on Payroll/HR reports and on the Service Requests boards. The field on the employee's record requires the Standard plan or higher.

The master record for your staff: general data, payroll, extra roles (sales rep, technician, purchase analyst...), AdmCloud and Employee Portal access, org chart and dashboard.

A catalog of holiday dates by country and year, which AdmCloud automatically uses to exclude them from the day count on Time Off Requests and other payroll calculations. Requires the Premium Plus Payroll plan or Enterprise with the Payroll module active.

Capture an employee's worked hours by hour type, linked to their labor contract, to authorize them and take them into account on their next payroll run. Requires the Premium Plus Payroll plan or Enterprise with the Payroll module active.

A catalog of worked-hour types (regular, 25%/50%/100% overtime, night shift, etc.) with their percentage over the base salary, used in Hour Entry and Batch Hour Entry. Requires the Premium Plus Payroll plan or Enterprise with the Payroll module active.

Set up a payroll concepts template once and link it to many labor contracts, instead of repeating the same setup employee by employee. Requires the Enterprise plan with the Payroll module active.

The catalog of reasons a Labor Contract ends with (resignation, dismissal, end of a temporary contract...), picked when entering the contract's termination date.

Define each employee's salary, benefits and deductions so they're automatically included in every payroll run, with optional batch updates. Requires the Premium Plus Payroll plan or the Enterprise plan with the Payroll module active.

Generate DGT-3, DGT-4, the TSS Self-determination report and IR-3 from your contracts and payroll runs, with a preview and a ready-to-upload text file. Dominican Republic companies only, with the Premium Plus Payroll plan or Enterprise with the Payroll module active.

Record your employees' vacation and absence requests, with an authorization flow and a calendar view by department. Requires the Premium Plus Payroll plan or Enterprise with the Payroll module active.

Create your own classes (Salary Advance, Personal Loan...) to classify the loans you give your employees. Requires the Enterprise plan with the Payroll module and the Loans feature active.

Record the loans you give your employees, authorize them and let AdmCloud automatically deduct the installment on every payroll run until they're paid off. Requires the Enterprise plan with the Payroll module and the Loans feature active.

A catalog of professions or trades assigned on each employee's Labor Contract; in the Dominican Republic it includes the official DGT-3 labor report code. Requires the Premium Plus Payroll plan or Enterprise with Payroll active.

Define the date ranges of each Payroll Type, one at a time or by automatically generating a full year, so payrolls can be generated for those dates.

Set up, once per company, the default Christmas, Salary 14 and Bonus concepts, the vacation rules and, where it applies, the lunch subsidy and day limits for Batch Hour Entry.

The master catalog that groups your employees by pay frequency (twice a month, monthly or weekly) and working hours, the basis for generating independent Payroll Periods and runs.

Generate the periodic run that calculates your employees' salary, hours, benefits, discounts and loans, and prepares their payments and the accounting entry. Requires the Premium Plus Payroll plan or Enterprise with the Payroll module.

Catalog of absence reasons (Vacation or Other) chosen when registering a Leaves and Absences request, with an optional maximum number of days per reason.

Your company's catalog of jobs, used to assign employees and publish job openings. Each job states the position it reports to, which builds the Positions Org Chart. With the Enterprise Human Resources module you can also document the description, benefits, onboarding/offboarding processes and required skills.

A catalog of work schedule names (day, night, rotating...) that you link to Work Calendars. Requires the Premium Plus Payroll plan or Enterprise with the Payroll module active.

Define the days of the week and the start/end times that make up a work schedule, used to calculate worked days in Payroll or the schedule of a Work Center in Manufacturing. Requires the Premium Plus Payroll plan, or Enterprise with the Payroll module or with Work Centers and Production Lines active.

Record which fixed asset was handed over to each employee and when, with a printable acknowledgment ready to sign.

A catalog of everything handed over or granted to whoever holds a job: software, licenses, access to systems or areas, equipment, tools, uniforms, etc., so nothing is forgotten when onboarding or offboarding. Requires the Enterprise Human Resources (HHRR) module.

Record the interviews held with a candidate for a job opening, with interviewer notes and AI-suggested questions. Requires the Enterprise Human Resources module.

Register the people who apply to your job openings, with their résumé, skills and interviews, analyze their fit with AI and convert the candidate into an employee with a single button.

A catalog of the work-life event types (Promotion, Pay Change, Warning, etc.) you can assign to a Personnel Action. Requires the Enterprise Human Resources module.

Set the privacy texts candidates see on the hiring portal: data retention months, review days, the full privacy notice and the ISO/IEC 27001 mention. Requires the Enterprise Human Resources module.

Formally record an employee fault or warning, with who reported it, their comment and the employee's own response. Requires the Enterprise Human Resources module.

Open and manage the positions you want to fill: candidates, interviews, publishing on the public portal and AI résumé analysis. Requires the Enterprise Human Resources module.

Evaluate your employees skill by skill, comparing the position's expected score, the employee's self-assessment and their evaluator's score, individually or in bulk. Requires the Enterprise plan with the Human Capital module.

Record promotions, pay changes, transfers, warnings or other employee events as a numbered, printable document. Requires the Enterprise Human Resources module.

A catalog of skills and competencies shared by Positions, Employees, Candidates and Performance Evaluations, to compare what's required against what's real. Requires the Enterprise Human Resources (HHRR) module.

A catalog of classes (Technical, Safety, Leadership...) to categorize your Trainings and filter their list and reports by category. Requires the Enterprise Human Resources (HHRR) module.

Record the trainings you give your employees: date, hours, vendor, training class and the list of participating employees. Requires the Enterprise Human Resources (HHRR) module.

A catalog of the steps in your recruitment process (New, Interview, Hired, Rejected, etc.), with their color and whether they close the candidate's application.

Manage the link between candidates and job openings: score, process status, resume keywords and AI evaluation.

Link your company to your partner accounting firm and configure the data printed on the header of your financial statements.

A catalog of your company's own addresses (warehouses, branches, delivery points) you can pick as the billing or shipping address on any transaction.

Register internal policies and procedures that also teach AtIna to answer your employees' questions in the Chat. Requires the Enterprise edition and activation of the beta feature.

Review your account's security and data quality on a single, color-coded screen: users without two-factor authentication, unreconciled bank accounts, negative inventory and incorrect exchange rates.

Review your CRM Events on a visual day, week or month agenda, organized by Shared Calendar. Events require the Enterprise plan.

The catalog of the 10 official DGII reasons for voiding a fiscal receipt (NCF), used when voiding invoices and other documents. Dominican Republic companies only.

Browse AdmCloud's version history: which improvements were added and which bugs were fixed in each version, with its publication date.

Manage your company's information, behavior preferences, default ledger accounts, print format, document numbering and, in the Dominican Republic, your Cardnet configuration.

Find the right channel to reach AdmCloud based on your need: sales, support, suggestions, billing or collections.

Manage the people linked to your Customers, Prospects and Vendors, including their access to the Customer Portal and the Vendor Portal.

Browse the worldwide catalog of countries and fill in their reference fiscal codes for tax reports and electronic-invoicing integrations.

The automatic flow that redirects your customer to the card operator and processes the outcome: creates the cash receipt if approved, or leaves invoices unchanged if declined or canceled.

Connect a card payment processor (AZUL) so your customers can pay their invoices by email or from the Customer Portal. Requires the Credit Card Payments module.

Activate the foreign currencies your company uses, register their exchange rate (manual or automatic) and their default ledger accounts.

Move all of a duplicate customer's or vendor's history to another record and delete the original, to merge records without losing history. Requires the Relationship Consolidation feature.

Upload, organize into folders and share any of your company's files, and review the attachments other screens store here automatically. Editing already-uploaded files and OCR require the Enterprise plan.

Register legal documents with an expiration date (licenses, policies, contracts, permits) and get advance notice before they expire. Requires the Basic plan (Oct. 2021) or higher.

Turn on electronic invoicing for your company or subsidiary, choose your country's gateway and configure its credentials. Available on every plan; AdmCloud turns it on based on your tax country.

Show a "Pay" button on the Customer Portal that opens the payment link you set on each Credit Invoice. Beta feature that AdmCloud must turn on for your company.

A catalog of the branches, locations or channels your company issues documents from, used by your Fiscal Sequences, your users and your Online Stores.

View and turn on, one at a time, the features AdmCloud is testing or rolling out on a limited basis before making them available to every company.

Switch optional and advanced company behaviors on or off (profit centers, sales installments, budgeting, advanced inventory, payroll concept authorization) based on your plan and active Enterprise modules.

Brings into your books the sales you invoice from an external point of sale connected to Polaris: one summarized journal entry per issue date, using the accounts you configure, plus its log and reprocessing.

The catalog that classifies the fiscal receipt (NCF) types your company issues, the basis for configuring their numbering sequences.

Configure the fiscal numbering (prefix, digits and next number) of your invoices and other receipts by Emission Point and document type.

Your dashboard when you log into AdmCloud, plus everything related to your account: AI Assistant, Plans, subscription upgrades, Billing, Active Modules, referrals and account closing.

A catalog of codes (no percentage) to classify the income-tax withholding type for the tax authority, used on your purchases, on Customer/Vendor records and on reports such as the DGII's 606 format.

Chat in real time with your team, in direct or group conversations, with file attachments, automatic translation and AI summaries.

Language catalog assigned to customers, vendors and employees as their preferred communication language, used by reports that need it.

Log in, verify your identity with a second factor, choose a company and role, recover your password, and create your user and your first company in AdmCloud.

A catalog of reasons selected on Credit Notes, Debit Notes and Cash Returns to state why an invoice is being modified; in the Dominican Republic it includes the official DGII codes. Depends on a feature that must be enabled.

Turn the pop-up alerts and emails triggered by other users' actions, such as authorization assignments, on or off, and review the history of your last 100 notifications. Requires the Enterprise plan.

A catalog of the ways your transactions are collected or paid (Cash, Wire Transfer, Card...), with their 606/607 fiscal codes for the Dominican Republic.

A catalog of credit or cash conditions for your customers and vendors: expiration days, blocking days for being overdue and the early-payment discount.

A catalog that classifies the channel you use to pay a vendor (Check, Bank Transfer or other), used on Bill Payments, Account Payments and Vendor Prepayments.

Follow up on the migrations, recalculations and bulk generations AdmCloud runs in the background: their progress, result and, for some types, their cancellation.

Send your Credit Invoices, Customer Debit and Credit Notes or Purchase Orders directly to another AdmCloud company, so they receive them already converted into the matching document. Requires the feature enabled and being visible in the Company Directory.

Count, month by month and by document type, how many transactions were registered in your company over a year, with the option to filter by the employee who created them.

Customize your dashboard's pending-items panel: which reminders you see, in what order, and which ones you flag as important, with a direct link to each filtered list.

Write C# code that runs automatically on the server to validate or complement your Service Requests, Trips and other transactions. Requires the Enterprise plan and an authorized technical user.

Create named agendas and grant access to the users you choose, so CRM Activities assigned to them are visible to the whole team. Requires the Enterprise edition and activation of the beta feature.

Save direct links to the screens and pages you use most, personal to each user, and reach them from your dashboard or the side menu.

Split your company into several legal or operating units, each with its own country, currency, ledger accounts and print formats. Having more than one requires the Enterprise plan.

Group several tax withholdings (income tax, VAT withholding...) under one name to apply them together on your purchases and vendors.

Define each individual withholding (income tax, VAT/sales tax withholding...) with its fixed rate, so you can later combine them in Tax Retention Groups and apply them on your purchases.

Group several taxes (VAT/sales tax, selective consumption tax...) under one name to apply them together on your transactions, items, customers and vendors.

Define the taxes you charge on your sales and purchases (VAT/sales tax, excise, legal tip, customs...), their fixed rate and their ledger accounts.

Build your own catalog of statuses (for example, Pending Review or Approved) and assign them to any document or item line in the system, with an optional email notice to the person in charge. Requires the Enterprise plan.

Build your own catalog of types (for example, Wholesale or Warranty) and assign them to any document in the system, optionally restricted to a single document type. Requires the Enterprise plan.

Define what each user can see and do: create groups, grant privileges by module and level (view, add, edit, void, authorize, delete), assign users and protect the Admin group with two-factor authentication.

Set your own default values (language, time zone, subsidiary, location, cash account) and, if your group requires it, your two-factor authentication.

Register your online store's terms, offers and service levels, with an image and a validity range. Requires the Premium Plus eCommerce plan or the add-on E-Commerce module on Enterprise.

Create your own content pages (About Us, FAQs, Policies) with free-form HTML for your online store. Requires the Premium Plus eCommerce plan or the add-on E-Commerce module on Enterprise.

Configure your online store(s): logo, currency, pricing, default salesperson and location, contact info, social links, payment and shipping methods, and notification email. Requires the Premium Plus eCommerce plan or the add-on E-Commerce module on Enterprise.

Record money leaving your bank accounts that posts directly against ledger accounts, without going through a vendor bill.

Record fees, taxes, interest or other movements your bank makes directly on an account, distributed against your ledger accounts, with no prior authorization.

Group the Cash Receipts, Cash Invoices and Customer Prepayments you've already collected into a single document, and deposit them to your bank account with its automatic accounting entry.

Bulk-import the movements you download from your bank's portal and register or ignore them, account by account, without typing each one by hand.

Generate the file you upload to your bank to execute your already-authorized payments, or send them and update their status automatically if your bank has a direct integration.

Compare a bank account's accounting balance against the bank's real statement as of a cutoff date, marking which transactions cleared and which are still in transit.

Move money between two of your own bank or cash accounts, even in different currencies, with its own authorization workflow and accounting entry.

Record payments to your vendors from your bank accounts, applying them against open bills, expenses and receptions, with their accounting entry and authorization workflow.

Check your cash and bank account balances as of a cutoff date, by account and currency, and the breakdown of deposits, payments and other movements that make them up over a period.

Print the checks for your already-authorized Account Payments, Bill Payments and Vendor Prepayments, using the format assigned to the bank account and optional automatic numbering.

A catalog of the banks you work with, which you later pick on your bank-type Ledger Accounts, on the financial record of Customers/Vendors/Employees and to generate payment files in the correct format.

Approve or reject Bill Payments, Account Payments, Vendor Prepayments and Bank-to-Bank Transfers pending authorization, all from a single inbox.

Register the SFTP credentials and public key for Banco BHD León so AdmCloud can send and update your bank payments automatically. Requires the Enterprise plan with this feature enabled.

Publish your Plugins as Apps in the AdmCloud Connect directory, free or paid, and track their review. Requires the Enterprise plan with the Create Plugins feature active.

Connect Claude, Codex or another MCP-compatible AI assistant to your company to look up sales, balances, inventory and reports in plain language and, if your User Group allows it, create, edit or delete records.

Use artificial intelligence to automatically flag customers, items, costs, exchange rates and expense accounts with monthly or transactional behavior outside the norm.

Ask for the information you need from your company in plain language and let artificial intelligence generate the report for you.

Ask AtIna about the data in the report you are viewing, with the same filters on screen: balances, overdue amounts, top values, counts and sums over all rows, or a summary.

Design, by coordinates, where AdmCloud prints the date, beneficiary and amount of a check on your pre-printed paper, and assign it to your bank accounts.

Add your own JavaScript code that runs automatically on a screen when adding, editing or viewing a record, without modifying the product. Requires the Enterprise plan.

Add your own JavaScript-backed buttons to a screen, card or Custom Record, that run when clicked. Requires the Enterprise plan.

Add your own fields to the Chart of Accounts form to capture extra information that AdmCloud does not offer natively.

Add your own fields to the Bill of Materials form to capture extra information that AdmCloud does not offer natively.

Add your own fields to the Contact Classes form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan with the CRM module active.

Add your own fields to the Contacts form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Add your own fields to the Fixed Assets form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan with the Fixed Assets module active.

Add your own fields to the Items, Services and Kits forms to capture extra information that AdmCloud does not offer natively.

Add your own fields to the Locations form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Add your own fields to the Opportunities and Leads forms to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Add your own fields to several Payroll and Human Resources screens at once (Hour Entry, Labor Contracts, Loans, Incidents...), choosing which ones each field should appear on. Requires the Enterprise plan with the Payroll and/or Human Resources module.

Add your own fields to the Projects form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Add your own fields to the Relationships catalog (Customers, Vendors, Prospects and Employees) to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Add your own fields to the Subsidiaries form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Add your own fields to several Sales, Purchases, Inventory, Service, Accounting, Fixed Assets, Manufacturing and Maintenance screens at once, choosing which ones each field should appear on. Requires the Enterprise plan.

Add your own fields to the Trips form to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan with the Transportation Management (TMS) module active.

Add your own fields to the Units of Measure catalog to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan.

Create your own variants of the form used by more than 60 screens, hiding or showing fields, changing labels and assigning them by User Group. Requires the Enterprise plan with the feature enabled.

Build your own Dashboard indicators with a SQL query, complete with range, goal colors and AI assistance. Requires the Enterprise plan.

View, create and edit the options of all your Custom Lists individually, no matter where you get to them from. Requires the Enterprise plan.

Build your own catalogs of options to use as the data type of your Custom Fields, custom report filters and custom records. Requires the Enterprise plan.

Group your Custom Records, Custom Reports and Custom Pages under a single, named navigation entry. Requires the Enterprise plan.

Build your own screen with HTML/JavaScript or embed an external URL, and show it in AdmCloud's menu or on the Dashboard. Requires the Enterprise plan.

Build your own catalogs with the fields you define, with a list, form, buttons, scripts and custom print formats. Requires the Enterprise plan.

Build your own reports with a visual editor or by writing SQL, with charts, PDF export, Dashboard cards and automatic email delivery. Visual reports from the Basic plan; SQL and automatic mailing require Enterprise.

Bulk-load or bulk-update information from an Excel file: choose the fields, download the template and upload your data.

Assign, for each document type, which custom Printing Format to use by default instead of AdmCloud's standard format.

Assign, for each document type, which custom Email Template to use by default when emailing it. Requires the Premium Plus Payroll plan or the Enterprise edition.

Enable a read-only connection to your database for use with Power BI, Tableau or other external reporting tools. Requires the Enterprise plan with the matching module.

Configure automatic alerts (webhooks) to an external system when invoices, items and other documents are created, edited, deleted, voided or have their stock updated. Requires a plan with API access and the feature enabled for your account.

Design, with your own HTML/Razor code, the complete printing layout of invoices, orders and other documents, with a live preview and optional AI-assisted editing.

Look up, document by document, which fields and data you can use when writing the code of an HTML Printing Format.

Design certificates, acknowledgments and other one-piece letters with HTML/Razor code, in a simplified catalog kept separate from HTML Printing Formats. Requires the Enterprise plan.

Analyze your Sales, Purchases, Collections, Payroll, Production, Opportunities and other data by dragging fields into an interactive pivot table, without writing a single formula. Requires the Enterprise plan.

Package your custom screens, reports, scripts, templates and fields into a single Plugin to transfer it to another company or publish it on AdmCloud Connect. Requires the Enterprise plan with the Create Plugins feature active.

Download AdmCloud's Power BI dashboard and connect it to your database to generate advanced business intelligence. Requires the Enterprise plan with the Direct Database Access module.

Ask AtIna to search, create, change or delete invoices, purchases, items, projects and more, with your user group's MCP permissions and a confirmation before deleting. Answers come with tables, links to the documents and charts.

Add your own fields to a Serial Number record to capture extra information that AdmCloud does not offer natively. Requires the Enterprise plan with Advanced Inventory.

Build your own Excel-like spreadsheets with formulas live-connected to your ledger accounts, sales, budgets and payroll, from a blank sheet or 18 pre-built templates. Requires the Enterprise plan with this feature enabled.

Ask AtIna questions with your voice: hold the microphone button while you speak and your question is sent when you release it.

Create applications with their own identifier to connect to the AdmCloud API from external systems, with ready-to-use call examples. Requires the Basic plan or higher (not available on Billing or Start).

Classify how each customer, prospect or opportunity found your company, to measure which acquisition channels bring you the most business.

Record pending tasks, events, notes, calls and visits related to your customers, opportunities and transactions, and assign them to other users.

Compose and send emails directly from your documents, customers, opportunities and projects, with templates, attachments and AI writing suggestions.

A catalog to classify the contact people on your Customers, Prospects, Vendors and Opportunities/Leads (for example, Decision Maker or Billing Contact). Requires the Premium Plus CRM plan or Enterprise with the CRM module active.

Track prospective customers from the first contact, in a list or on a Kanban board by stage, and generate a Quote with one click. Requires the Premium Plus CRM plan or Enterprise with the CRM module active.

A catalog of the causes an Opportunity or a Lead is lost (price, competitor, lack of budget...), to analyze why you're not closing sales. Requires the CRM module.

Send a single email in bulk to your active Customers, filtering by tag, customer class, item class, territory or sales rep, with open and click tracking. Requires the CRM module.

Manage your sales pipeline: stage board, changing stages, generating quotes and closing-effectiveness reports. Requires the Premium Plus CRM plan or Enterprise with the CRM module active.

Follow up on your open opportunities and leads from a single screen: details, comments, AI-assisted emails and a top-deals chart. Requires the Premium Plus CRM plan or Enterprise with the CRM module, and this feature enabled.

Register the companies or people you're evaluating as future customers, using the same card as a Customer, and convert them into a Customer with one click once you start billing them. Requires the Premium Plus CRM plan or Enterprise with the CRM module active.

A catalog of obstacles or objections slowing down an open Opportunity or Lead (price, competition, no access to the decision maker...), distinct from Lost Reasons. Requires the CRM module.

Define the stages of your sales funnel and flag them as won or lost, to track the pipeline of your Opportunities, Quotes and Sales Orders. Requires the CRM module.

Manually record additional depreciation on one or more Fixed Assets and automatically generate its accounting entry. Requires the Enterprise plan with the Fixed Assets module active.

Automatically calculate and record the monthly depreciation of all your eligible Fixed Assets, generating each one's accounting entry. Requires the Enterprise plan with the Fixed Assets module active.

An accounting catalog that classifies your Fixed Assets and defines, per class, the depreciation expense and accumulated depreciation accounts used by default when calculating their depreciation. Requires the Enterprise plan with the Fixed Assets module active.

The master catalog of your company's long-lived assets: purchase value, depreciation, maintenance and who's responsible for each one. Requires the Enterprise plan with the Fixed Assets or Payroll module active.

The master record for your machinery and vehicles: maintenance, transportation and manufacturing data, geolocation, hierarchy, spare parts, warranties and preventive maintenance plans. Requires the Enterprise plan with the Industrial Maintenance, Advanced Manufacturing or TMS module active.

A free-form catalog to group your machinery and vehicles, used in maintenance reports, transportation rates and the parts consumption ledger account. Requires the Enterprise plan with the Industrial Maintenance, Advanced Manufacturing or TMS module active.

Quickly log a piece of Equipment's last gauge reading (kilometers, hours, etc.), the value Preventive Maintenance Plans use to know whether servicing is due. Requires the add-on Equipment Maintenance module.

Log when a piece of equipment stopped, for how long and why, to keep a breakdown history and feed the maintenance reports. Requires the Enterprise plan with the Industrial Maintenance module active.

Record the maintenance done on a piece of Equipment: technician, tasks and hours, with its status workflow (Open, In Process, Under Revision, Closed), from scratch or from a Maintenance Request or a Preventive Maintenance Plan. Requires the add-on Equipment Maintenance module.

Ask for a piece of Equipment to be serviced: which equipment it is and what's needed, with a six-status flow changed manually and no task lines or hours. Requires the add-on Equipment Maintenance module.

A catalog of repeatable maintenance jobs you pick inside a Maintenance Order or a Preventive Maintenance Plan, with an optional commission amount for the technician. Requires the add-on Equipment Maintenance module.

Define how often a piece of Equipment needs servicing, by date, by reading or both, with its spare parts and task list, and automatically generate the matching Maintenance Order. Requires the add-on Equipment Maintenance module.

A catalog of reasons why equipment stops (breakdown, maintenance, no operator, etc.), used when logging Failure Records and in their reports. Requires the Enterprise plan with the Industrial Maintenance module active.

A catalog of construction models (with land and construction square meters and their bill of supplies) you can assign to an Item or add to a Project's Works tab. Requires the Enterprise Construction module.

Classify and group your Projects by type or category, to organize and filter them more easily. Requires the Project Accounting module.

Build a Project's work plan with tasks, dates, hours and assigned resources, viewable as a list or as a Gantt chart. Requires the Enterprise plan with the Advanced Projects module.

Group the budget, task plan and transactions of a customer job or internal initiative, to compare what was budgeted against what was executed. Requires the Standard plan or higher.

A catalog of your customers' equipment (brand, model, serial number) to link to your Service Requests, Work Orders and Service Contracts. Requires the Enterprise plan with the Customer Service module active.

Record the service or maintenance agreement you have with a customer over a validity period, with its covered equipment, hours, amount and renewal status. Requires the Enterprise plan with the Service module active.

Define your own ordered status sequences for different types of Service Requests and link each request to the workflow that fits it. Requires the Enterprise plan with the Service module active and the feature enabled.

A catalog of the steps in your Service Request workflow (New, In Progress, Closed, etc.), with their color, who the request gets assigned to on each status and who can move a request into that status. Requires the Enterprise plan with the Service module active.

Log your customers' one-time incidents or requests, follow up by status, priority and assigned technician, in a list, calendar or Kanban boards. Requires the Enterprise plan with the Service module active.

Record the work a technician performs for a customer (hours, items, services and operations), with an authorization workflow and bulk billing, or flag it as covered by warranty. Requires the Enterprise plan with the Service module active.

A catalog of delivery points to link to Addresses, Routes, Rates, Budgets and Prices by Destination on your items. Requires the Enterprise plan with the Transportation Management (TMS) module active.

A catalog of third-party vehicles and equipment (contracted, leased or subcontracted) that you assign to Trips in the Transportation Management module, with their driver, license plate and fuel efficiency. Requires the Enterprise plan with the Transportation Management (TMS) or Industrial Maintenance module active.

A public link, with no login required, that shows a Trip's carrier their delivery stops on a map and a table. Requires the Enterprise plan with the Transportation Management (TMS) module active.

Define the freight and fuel cost by Vendor, Route and Equipment Class, or a separate unload rate, so AdmCloud can calculate your Trips' cost automatically. Requires the Enterprise plan with the Transportation Management (TMS) module active.

A catalog of origin-to-destination legs, with distance and tolls, used to define your freight Rates and your Trips' path. Requires the Enterprise plan with the Transportation Management (TMS) module active.

Groups the Invoices, Dispatches and Sales Receipts delivered together on a run, with its transportation Vendor, equipment, rate and driver, and generates the carrier's bill once delivered. Requires the Enterprise plan with the Transportation Management (TMS) module active.

Define which items and services show up on the Point of Sale screen and which users or user groups can see each group. Requires a POS license and this beta feature to be enabled.

In-depth explanation of Email Sending Formats: the difference between the Visual and the HTML/Razor editor, how a format is created and configured, how to use Model variables with examples, where to look them up, how to test the result and how to activate it per document type.

In-depth explanation of the custom printing formats mechanism: how a format is created and configured, the HTML/Razor language it supports, how to use Model variables with examples, where to look up available variables, how to see the live preview and how to activate it.

Detailed feature-by-feature comparison of every plan: user, transaction, warehouse and subsidiary limits; what each packaged plan includes; which modules, add-ons and licenses can be turned on for Enterprise; how the discontinued plans map to the current ones and how to change plan.

Step by step for consuming the Web API from an external system: creating the Integration that authorizes API usage, authenticating with basic authentication or a token, making the first call from Swagger or another tool, code samples in curl, C# and JavaScript, how to read the response and where the full documentation lives.