11. Purchase Credit Notes Datafile Software Purchase Credit Notes Purchase credit notes are the reverse of purchase invoices. The descriptions given under Sales Invoices above can be followed exactly for purchase credit notes too. You can define up to six different cre... Read More
12. Purchase Credit Notes - File Updating and Ledger Controls Datafile Software Purchase Credit Notes - File Updating and Ledger Controls The effect on the purchase ledger of entering a purchase credit note is as follows: the outstanding balance is reduced by the total including tax (if not ‘paid&rsq... Read More
13. Sales Credit Notes - Application User Facilities Datafile Software Sales Credit Notes - Application User Facilities This option puts you into the Document Design procedure to allow you to design up to six different sales credit note document layouts. The specific options for the document desig... Read More
14. Purchase Credit Notes - Application User Facilities Datafile Software Credit Notes - Application User Facilities This option puts you into the Document Design procedure to allow you to design up to six different purchase credit note document layouts. The specific options for the document design o... Read More
15. Enter Credit Notes Datafile Software Enter Credit Notes A credit note reduces the current balance outstanding, the turnover for the period, and the turnover for the year for an account, and reduces the overall ledger control total. Entering a credit note essential... Read More
16. Credit Control Manager (S/L Only) - Utilities Datafile Software Credit Control Manager (S/L Only) - Utilities This utility provides a single option that allows you to chase debts easily. It selects the accounts which are overdue, allows you to send statements for increasing severity of debt... Read More
17. Invoices & Credit Notes Datafile Software Invoices & Credit Notes Report Invs/CrNotes to Send This looks for any invoices and credit notes that are available to send by XML, checking for any data omissions that might create an issue — for example, no proof-o... Read More
18. Display Debit / Credit Totals during Journal Input Datafile Software Display Debit / Credit Totals during Journal Input During journal entry you input debit / credit values and the system will only allow update of the journal when the totals match. Now, following requests, the system will display... Read More
19. Credit Control Manager Apply Colour Highlighting Rules Sales Ledger Diamond and Premier 2016 onwards only This facility allows the facility to apply colour highlighting rules to the Credit Control Manager.  You could apply colour highlights to accounts for which the next action date is overdue, for account... Read More
20. Group Account Credit Limit Checking Sales Ledger Only This new feature allows, where accounts are part of a group but invoiced individually, the credit limit to be set on the group head office account and to be shared by all accounts within the group. Applying to the Sales Ledger, Invoicer and Sa... Read More