11. 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
12. Transfer Outstanding Balances Diamond and Premier only The Sales / Purchase Utilities option allows the facility to transfer invoice balances between accounts, this option has now been extended to allow for the transfer of payments, credits, invoice adjustments and payment ... Read More
13. Save Turnover and Cost Values for Previous Years Diamond and Premier only The Sales and Purchase Ledgers save period turnover and, in the case of sales ledger, cost of sales values on a rolling calendar basis and at any point in time you have values for the last financial year.  This n... Read More
14. List Matrix Entries Datafile Software Solutions List Matrix Entries This new facility, available for both Customer and Supplier Matrix options allows a ‘list’ option within the Matrix options. The list displays all the entries for a requested custome... Read More
15. Customer Price Checker and Quantity Breaks Datafile Software Solutions Customer Price Checker and Quantity Breaks Discount Matrix tools allow the facility to set that, for a combination of account code/group and stock code/group, that a discount or price is applied. An additional Matr... Read More
16. Sales Order / Works Order Enquiry Links Datafile Software Solutions Sales Order / Works Order Enquiry Links When entering Sales Orders you have the facility, if also using Bill of Materials, to flag an entry for works order creation. This new feature allows the Sales Order Ledger E... Read More
17. Save Period End Reports Datafile Software Solutions Save Period End Reports As you run the Period End for the Sales and Purchase Ledgers you often print a series of reports and a ‘Automatic Period End Reports’ option is available that allows you to run a sel... Read More
18. Salesperson Access Filter for Sales Accounts and Sales Orders Datafile Software Salesperson Access Filter for Sales Accounts and Sales Orders This new feature, applying to options in Sales Ledger and Sales Order Processing and their respective Ledger Enquiry tools, allows you to restrict access to accounts a... Read More
19. Group Account Sales Enquiry Datafile Software Group Account Sales Enquiry Sales Ledger options allow you to mark an account as being part of a group but still treat the account as an individual account for the purpose of processing, reporting and enquiry. This new feature ... Read More
20. Store Order for Later Recall Datafile Software Store Order for Later Recall During Account / Cash Order entry there maybe occasions where you have to leave an order and process an order for another customer – perhaps the original customer has gone back to pick more items o... Read More