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...

Did You Know? – Alerts Via Email / Logging to Notes

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, details ofthat event logged as a Note against a record or update a...

Did You Know? – Definable Order Statuses

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 Status is set a standard equivalent and when a Status is amended...

Did You Know? – Order Processing Picklist

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 provides a scroll bar to quickly navigate to the line required and make any...