11. Ledger Enquiry - Additional CRM Categories Datafile Software Ledger Enquiry - Additional CRM Categories The CRM panel within the Ledger Enquiry allows links to record Word documents, Notes, Scans, and Emails against the application enquiry record.Users have requested additional options t... Read More
12. Authority Levels for Marking Accounts on Stop / Suspended Datafile Software Authority Levels for Marking Accounts on Stop / Suspended This new facility allows for the setting of authority levels required to both mark an account as on stop/suspended and a separate authority level to release the account.... Read More
13. Aged Analysis - Debtor Memo and Transaction Notes to Excel Datafile Software Aged Analysis - Debtor Memo and Transaction Notes to Excel Release 6.2 introduced the facility to include the debtor memo when printing the Aged Analysis report but didn’t include this text when outputting the memo to Exc... Read More
14. Credit Control Manager - Selection Criteria for Accounts Datafile Software Credit Control Manager - Selection Criteria for Accounts This release extends the selection options for accounts shown in the Credit Control pick list to include full selection criteria in addition to the existing account range... Read More
15. Invoice Document Clear Down Options Datafile Software Invoice Document Clear Down Options When an account is deleted the system removes the account record but does not remove any saved documents tied to the account record. For Release 6.4 new options have been added to the account... Read More
16. Increased Number of Entries in Allocations Datafile Software Increased Number of Entries in Allocations When allocating payments and credits against invoices the system limited the number of entries within an allocation to 500 records – from Release 6.4 this has been increased to 1000 ... Read More
17. Links to Application Company / Ledger Enquiry Extra Applications Datafile Software Links to Application Company / Ledger Enquiry Extra Applications Within the ProFiler application design the facility exists to reference a ProFiler database as an application database. This allows, amongst other things, the fac... Read More
18. Ledger Enquiry Hyperlinks on Application Report Output to Excel Datafile Software Ledger Enquiry Hyperlinks on Application Report Output to Excel One of the more popular features introduced in Release 6.1 was the facility to send an application report to screen or spooler and include ‘hyperlinks’... Read More
19. Ledger Enquiry / Display Notes by Department Datafile Software Ledger Enquiry / Display Notes by Department The Ledger Enquiry allows notes to be recorded against the enquiry record. Over time these notes build up and some of these notes will not be relevant for initial view when displayin... Read More
20. Credit Control Manager / Next Action Facility Datafile Software Credit Control Manager / Next Action Facility When using the Credit Control Manager and chasing debts operators often use the comment to record details such as ‘Call Friday’ etc. to flag when to contact the customer... Read More