ALL MODULESLanding Page Grouping and TotallingGrouping can be used on any field on a Landing Page to create a sub-totalled style report. In the example below we have a Salesperson set against each account. By Right clicking on the SALESPERSON field header, we then...
This new module allows you to use a statement downloaded from your bank to match those transactions against entries on a Datafile bank account. The reconciliation process offers three levels of matching. Auto Reconcile – automatically matches entries between the bank...
Multiple Search on a Landing Page The Find function on the Landing Page allows you to quickly filter the list to those key records based on matching the text in the Find search to displayed records on the landing page. The Find works based on matching the entered text...