DataWise Application
Debtors Control
The DataWise Debtors Control, rebuilt on the Connector. Who owes what, who is over their limit, and the month-end statement run — in one program.
What it does
Customers
The card list, filtered by your customer lists and by active, with each card's payment method and statement layout.
Sales
Invoices by day, week or month, with the lines and totals. Preview an invoice, or a statement with its copy invoices.
Products
Who bought what: customers, the products they were sold, and the sales behind them, for the dates you choose.
Credit Control
Ageing, an overdue filter, mark an account inactive or active, set a new limit — then Update MYOB. Email a statement from the same screen.
Monthly Reporting
The bulk run. Tick who gets what, then print or email statements and invoices — outstanding, or overdue only.
Bank File
Direct debit files in six bank formats, by invoice or by customer, with two listings — then the receipts into MYOB if you want them.
Your invoices and statements, your layout
- Make a layout from an example. Give it a PDF or a picture of the invoice or statement you want and it makes the layout.
- Change one with a line of instruction. Each change is saved as a new version.
- Copy a layout to your other companies. Each still prints its own name, address and logo.
- Your logo, chosen in the program.
Built for more than one company
- Settings per company, kept with the data, so every PC sharing a Connector folder agrees.
- Email settings once. Apply one company's to all of them.
- Backup and restore from the login screen, onto another PC.
- A Mail tab with each customer's email beside their account.