The Datafile Sales Ledger is designed to meet a wide range of needs whilst retaining the ease of use found in the best software applications. The Sales Ledger has an account for each customer and each customer carries all the transactions for that customer – their sales invoices, credit notes and payments received – together with an extensive reporting suite to analyse your sales and customers to assist with planning and decision making.
The hub of all customer related information from contact details, individual credit terms and limits, customer balances to full trading and payment histories with multi-currency support. User-definable account maintenance options allow of entry in a consistent, structured manner suitable for your requirements. User-defined analysis coding can be applied to accounts and transactions for analytics and trend reporting. Powerful and definable Enquiry facilities ensure key information needed on a day-to-day basis is just a mouse-click away.
The Credit Control Manager provides disciplined debtor chasing actions to help expedite cash collection and keeps a full debt chasing communication history. Next Actions and Action Dates can be set to give full visibility and ensure follow up.
Analysis and Reporting
A full suite of analysis and reporting tools with extensive customisation options and powerful filters that can be set and applied when reports are run. Reports can be sent to Screen, PDF, MS Excel, MS Excel Pivot Tables, MS Word, Email as well as the usual Print Devices. A slick reporting pack can be defined and processed for each period end ensuring that all required reports are printed or archived as PDF documents.