Blogs

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 a

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

Multiple Search on a Landing PageThe 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 record

Alerts Via Email / Logging to Notes – When key events happen in the system, Alerts can be setagainst any database table so that either an email can be automatically sent out to designated users, de

Better Order Tracking with definable Order Status options – You can now set up your own Order Status letter assignments to provide improved analysis and better tracking. Each of the user defined St

Speed Up Document Processing – An alternative to processing document lines in batches of 10, is to set the “Picklist” option for quick confirmation of document lines and quantities. This provid

Within Ledger Enquiries – Sales Ledger – Invoices, use the Select button for each document required and then choose Printer for either a hard-copy print or to send to Email.

Picklists are on screen listings where data can be quickly sorted, edited or reviewed. These can beset up to include any item from the database. In the screenshot below, we have a list of Contracts d

All ModulesQuickly Find RecordsOn the Landing pages, if you press Ctrl-F from the keyboard the quick find box is available to type your search.This will search on any field in the grid and hi

All ModulesAutomatic Sign Off If InactiveWhere operators leave the PC unattended a ‘pause’ screen can automatically kick in after a period of inactivity. The operator then needs to enter

All ModulesWhenever Selection Criteria is used on Dates to filter Reports or Picklists,rather than change the Date value each time, you can use a letter identifier. These selections can then be s

You can use the Data Visualisations module to plan your Installations. The calendar entries can be previewed to show Contract details, and dates edited by mouse drag and drop subject to user permissi