1. Hyperlinks in PDF Documents When using email for sending order acknowledgements, purchase orders, quotes and invoices in can be useful to imbed web links within the PDF document. This could include a link to your website, to a customer web portal or product specification detail... Read More
2. Split Period Updating for Nominal Journals Supplier Invoices for services will, at times, specify a date range for which the service covers that relates so two or more accounting periods – insurance, service agreements etc. Similarly, when customers are supplying services their invoice they... Read More
3. Save Period End Reports Datafile Software Solutions Save Period End Reports As with the Sales and Purchase Ledger option covered earlier when you run the Period End for the Stock you often print a series of reports and a ‘Automatic Period End Reports’ o... Read More
4. 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
5. Commence Next Payroll Period Datafile Software Commence Next Payroll Period When you run the Period End Procedure the current values and pay status for all employees are reset. Two parameters on this screen allow you to keep selected values. Remember Previous Department... Read More
6. Period End / Start Next Period Datafile Software Period End / Start Next Period You use this option to close the current period and start a new period. Before running this option you should ensure the nominal ledger has been updated – if configured to update from the departm... Read More
7. Ledger Enquiries - Performance Tuning   Ledger Enquires – Performance Tuning     Over time as transaction sizes grow within the Datafile system, displaying transaction lists in LIFO sequence may take longer.     Some common ways to improve performance are as ... Read More
8. 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
9. Order Entry - Separate Reserved & On-Order Updating Flags Datafile Software Order Entry - Separate Reserved & On-Order Updating Flags During works order entry the system controls whether component items are reserved and whether assembled items (the finished item and any sub-assembly components) are ... Read More
10. Permitted Characters Datafile Software Permitted Characters Any printable characters can be used within a Datafile template, other than with the restriction on element names given above. However, certain characters have specific uses and are best avoided within data ... Read More