Name: Datafile
Author: Datafile

Help Desk

Web and Video Conferencing

Customer Support

JavaScript Frameworks

Development

Student Management

Education

Board Management

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Enterprise Generative AI

Policy Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Invoicing

Nonprofit Accounting

Payment Hubs

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Corporate Volunteering

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authorization

Cloud Cost Management

Cloud Migration

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Mapping

Firewall Security Management

Fraud Detection

IT Infrastructure Monitoring

IT Operations Analytics

Integration Platform as a Service (iPaaS)

Managed IT Service

Network Performance Monitoring

Network Troubleshooting

Platform-as-a-Service (PaaS)

Product Implementation Services

Smart Contracts

Tape Storage

Technology Business Management

Workload Automation

Information Technology

A/B Testing

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Brand Intelligence

Content Management

Email Marketing

IP Geolocation

Marketing Automation

Social Media Management

Survey & Forms Building

Virtual Event

Web Analytics

Marketing

Project Management

Professional Services

Cross-Border eCommerce

Customer Relationship Management (CRM)

Headless eCommerce

Intelligent Virtual Assistant

Lead Generation Services

Lead-to-Account Matching and Routing

Sales Acceleration

Sales

Cloud Access Security Brokers

Database Security

Security

Civil Engineering

Hotel Management

Pharmacy

Vertical-Specific

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Datafile is a business management software solution designed to streamline and automate various business processes, including financial management, stock control, payroll, and more. It is specifically tailored for small to medium-sized businesses in a range of professions and industries, including manufacturing companies, distribution companies, retail businesses, service-based organizations, and professional services firms.

## Key Features

**System Manager**: According to the vendor, Datafile offers a centralized control and administration system for managing settings and user access permissions. It also provides configurable security settings to ensure data integrity and protect sensitive information. The user-friendly interface facilitates easy navigation and system configuration.

**Sales Ledger**: Datafile enables efficient management of customer accounts, invoicing, and credit control. Users can track and record customer transactions, payments, and credit limits. The software also allows for customization of invoice templates and automated invoice generation.

**Purchase Ledger**: With Datafile, businesses can streamline the management of supplier accounts, purchase orders, and payments. The software enables the recording and tracking of supplier invoices, credit notes, and payments. Integration with the general ledger ensures accurate financial reporting.

**Nominal Ledger**: Datafile offers comprehensive general ledger functionality for recording and analyzing financial transactions. Users can customize the chart of accounts to align with specific business requirements. The software also provides automated journal entries, bank reconciliation, and budgeting capabilities.

**Cashbook**: According to the vendor, Datafile facilitates accurate and efficient management of cash transactions, bank reconciliations, and petty cash. Users gain real-time visibility of cash flow and bank balances. Integration with other modules ensures seamless financial management.

**Payroll**: Datafile provides complete payroll processing, including salary calculations, tax deductions, and employee benefits. The software ensures compliance with tax regulations and reporting requirements. Integration with the general ledger enables accurate financial reporting.

**Contract and Job Costing**: With Datafile, businesses can track and manage costs, revenues, and profitability for projects and contracts. The software offers budgeting and forecasting capabilities to ensure project profitability. Real-time reporting on project progress and resource allocation is also available.

**Stock Control**: Datafile offers comprehensive stock management, including inventory tracking, stock valuation, and reorder management. The software supports multi-location stock control for businesses with multiple warehouses or branches. Barcode scanning and serial number tracking enhance accuracy in stock management.

**Sales Invoicer**: According to the vendor, Datafile enables quick and easy creation and customization of sales invoices. The software seamlessly integrates with the sales ledger for efficient invoicing and payment tracking. Automated invoice generation based on predefined rules and templates is also available.

**Sales Order Processing**: Datafile facilitates efficient management of sales orders, order fulfillment, and order tracking. Users gain real-time visibility of order status and stock availability. Integration with the sales ledger ensures accurate invoicing and customer account management.

SIX ERP

Worklair

Datafile

Enterprise Resource Planning (ERP) Systems are business management software that allows an organization to use a system of integrated applications to manage the business. ERP systems integrate development, manufacturing, sales and marketing.

Enterprise Resource Planning (ERP)

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

Accounts payable

This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

Accounts receivable

This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

Global Financial Support

Account using multiple ledgers, multiple currencies, and multiple entities

Primary and Secondary Ledgers

Record and report across multiple currencies and accounting standards with primary and secondary ledgers

Journals and Reconciliations

Automate and synchronize ledgers and processes

Configurable Accounting

Configure accounting rules and segments for each chart of accounts

Standardized Processes

Centralize financial management to facilitate standardized financial processes

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

Billing Management

Access role-based billing work area, perform discrete and recurring billing

Cash and Asset Management

Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

Travel & Expense Management

Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

Budgetary Control & Encumbrance Accounting

Control spending at any budget level or time interval

Period Close

Sustain fast close with integrated subledgers, intuitive dashboards, embedded collaboration

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

Inventory tracking

The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

Automatic reordering

The software can be set up to automatically reorder a good when it falls below a certain threshold.

Location management

The software can track multiple goods across multiple locations.

Order Management

The ability to process orders, and track them from quote to cash.

Pricing

Users can set up complex and unique pricing requirements.

Order entry

Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

Credit card processing

The software facilitates credit card processing.

Cost of goods sold

The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

Order Orchestration

Define and execute order fulfillment processes for products as well as services on the same order.

Payroll Management

Provides for pay calculation and benefit plan administration, in addition to managing direct deposit, salary revisions and payroll tracking.

Pay calculation

Pay calculation provides for computation of employee pay with state and federal deductions.

Benefit plan administration

Benefit plan administration is administration of health insurance plans and 401k plans, and other benefits.

Direct deposit files

Direct deposit is the ability to electronically transfer pay to an employee’s personal bank account.

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

Dashboards

Users can create, customize and share dashboards, which provide an overview of the most important metrics.

Standard reports

The software offers pre-built reports with metrics standard to the category.

Custom reports

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

Plug-ins

A number of third-party plug-ins are available to expand the core functionality of the software.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Multi-factor authentication

User-level audit trail

Grants Management

Grants management solution for higher education, public sector, or non-profits with capabilities for managing financial awards for program and project funding

Award Lifecycle Management

Manage the life of program funding awards from initial funding to close-out

Project Financial Management

Project financial management solution including capabilities for project budgeting, cost control, billing and contract management.

Budgeting and Forecasting

Establish project budgets and forecast future project financials

Project Costing

Standardize, track, and control costs at all project phases

Cost Capture

Capture costs including those for procurement, financials or time and labor, including from external systems

Capital Project Management

Customer Contract Compliance

Associate projects or tasks with customer contracts, and lines within contracts, to meet billing terms

Datafile

Overview

What is Datafile?