Automatic Bank Reconciliation Module

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...

Did You Know? – Multiple Search on Landing Page

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...