Release Notes Changelog

An approval line on Transactions → Sales Approval now accepts a Monthly Cap — the most of that product the customer may take in any one calendar month, so a large approval is released steadily instead of all at once. The cap cannot exceed the approved quantity, it refills on the 1st, and the sale screens offer only what is left this month. Leave it blank for no limit: every existing approval is unchanged. The bulk import accepts an optional Monthly Cap column, and sheets without that column import exactly as before.

The salesman-wise report on Sales → Performance Report is now a dynamic view: Company and Group accept more than one selection, a Bonus tick controls whether bonus quantity is counted, and the report lists every salesman with activity in the period instead of stopping at the first twenty. Figures are recalculated from the invoices each time it runs, so two people can run it at once without affecting each other, and the numbers will differ from earlier printouts.

The new Filer Status (ATL) button on Setups → Customer updates the Filer tick for every active customer from the FBR Active Taxpayer List — a customer is a filer when their NTN or CNIC appears in the workbook you downloaded from FBR, and a non-filer when it does not. Nothing is written until you approve a summary of exactly who changes, and only those customers are touched, so everyone else keeps their own edit history. Customers sharing an NTN or CNIC while disagreeing about filer status are listed for correction first. Needs the new Allow filer status update from FBR Active Taxpayer List right.

The Devices tab on Transactions → Quick Book now carries Allow Bonus and Allow Discount tick boxes for every registered mobile device. Untick either one and press ACTIVATE on that row, and the booking man can no longer enter that value when creating an order in the app — the change reaches the handset on their next order with no app update. The two are independent, the settings belong to the device rather than the person, and devices registered before this update keep both allowed until you change them.

Export Master Data on Reports → Customer List and Reports → Product List writes the whole active master to one Excel sheet in the MASTERDATA folder; Import Master Data on Setups → Customer and Setups → Product loads it into another database. Records keep their original IDs, and anything whose ID already exists is left untouched. The sheet also works as a blank form to type data into. Needs the new Allow master data import/export right.

Menu → Reports → Product List — Company and Group now take more than one selection, so a list covering three companies is one report instead of three. Export Data follows the Company selection too, and leaving a filter empty still means everything.

Menu → Reports → Annual Sale — a new Customer Hit button counts how many different customers bought each product each month, so product reach can be told apart from product volume: 500 units to 3 customers reads very differently from 500 units to 90. A customer counts once per product per month however many invoices they were given, and a return does not cancel the hit. The month columns follow the dates you pick and carry the year, so a range crossing into a new year shows Dec-25 and Jan-26 apart instead of merged.

Menu → Claims — a new menu that records the whole life of a supplier claim instead of leaving it in an emailed report. Claim Submission saves what you claim with its own number and a Pending status; Claim Adjustment takes the supplier's approved amount and posts it straight to the supplier ledger; Claim Ledger reports the lot by type and status. The approval no longer goes through Payment to Supplier, so it no longer creates a bank transaction for money that never moved. The old Menu → Reports → Discount Claim moves here unchanged as Claim Report.

Press F1 on any screen to open that screen's page in the online user manual, instead of hunting for it yourself. To free the key, Search has moved from F1 to F2, and the screens that used F2 — the product search popup, Sort Marked and Add Selected — now use F3. Screens without a page of their own open the manual's home page.

Menu → Transaction → Purchase Invoice — entering a batch Expiry less than six months away, or a Mfg date later than today, now asks you to confirm before moving on. Answer Yes to accept it or No to go back and correct the date — short-dated stock can still be purchased deliberately.

Menu → Reports → Claims — with Claim Type set to Bonus, the Claim Detail report now carries Gst and Amount (bonus × T.P, plus that Gst), so a claim can be checked row by row before it goes to the company. Detail and Product Wise are built from the same lines, so their totals agree.

Menu → Lists → Invoice Recieved and Menu → Lists → Purchase Return — narrow either list to a run of serial numbers with the new From Sr# and To Sr# boxes. Leave a box at 0 for no limit on that end, or put the same number in both to pin the list to a single entry. The range also applies to Purchase List.

Menu → Reports → Customer Outstanding — the screen now offers Invoice Credit (F10) for the bill-by-bill list and Company Credit (F11) for the summary. Company Credit breaks each company down customer by customer, with the customer's name and address on the row and a sub-total under each company, and a bill spanning several companies is split between them so nothing is counted twice. Balances of 2 or less are left out.

Menu → Reports → Lists → Sales Return

Narrow the returns to a run of serial numbers using the new From Sr# and To Sr# boxes — handy for checking a single day's return books or a specific batch of entries. Either box can be left empty for no limit on that end. The range applies to the customer list on screen as well as the Customer Wise, Salesman Wise and Product Wise reports.

Menu → Reprint → Sale Invoice

Reprint one round at a time: pick a Town, then a Sub Town from that town — both also trim the Customer list. Leave either empty for all. Tick Exclude Duplicate to skip invoices that were already printed.

Menu → Transaction → Manual Return

Typing a batch number now fills in the expiry and prices reliably: the batch is looked up in current stock, then stock history for batches already sold out, and finally the product's list price — previously only current stock was checked, leaving T.P at 0. Where no expiry was ever recorded, Expiry is left blank instead of showing invalid date.

Menu → Reports → Customer Outstanding

Outstanding bills can now be narrowed to a range of invoice numbers using the new Inv# From and Inv# To boxes. Both start at 0, which means no limit on that side — fill in only Inv# From for that bill number and up, only Inv# To for everything up to it, or both for a range. These combine with the existing town, company, group, customer, recovery man and date filters.

Menu → Reports → Customer List

The Arrear Report button has moved to Customer List, where it sits beside the other customer listings. It is scoped by Town and Sub Town, as it always was — on its old screen it sat beside company, group, customer and date filters that it never used. That screen is now named Customer Outstanding and produces the outstanding bills list only.

Menu → Administration → Bill Correction

The correction screen now carries a Remarks box, so the reason an invoice was corrected is recorded with the invoice instead of being lost. Loading an invoice fills the box with its existing remarks — edit the note and it is saved along with the correction, or clear the box to remove it. The remark is optional and holds up to 100 characters.

Menu → Bill Management → Bill Assignment → New Assignment Screen

Filter outstanding bills on the left, tick the ones you want, click Add Selected to move them to the right, then pick the New Recovery man and save. The filter is separate from the target, so a bill already held by another recovery man can now be found and reassigned.

Menu → Reports → Sales & Stock / Town Wise Sale / Sub Town Sale / Customer Sale

Tick the new Cumulative Email box and the system builds one report covering every company you selected and sends it as one email to their combined company contacts, so each company's contacts can see the other companies' sales — use it only when every recipient is entitled to see every selected company's figures. Because of that the box is off for everyone until an administrator grants the new "Allow cumulative email" right, and the system then asks twice: the first prompt names the companies being disclosed and the people receiving them, the second confirms it cannot be undone. The box also clears itself after every send. Unticked, the email goes out exactly as it always has — one attachment per company — after a single confirmation.

Menu → System → Settings → Print Rules

The invoice template can now follow the company type — Promotion or Trading — as well as the customer's licence status, so a trading invoice no longer needs its template picked by hand. The old licence grid moves to its own Print Rules tab and becomes a Default plus a short list of Overrides, each scoped by licence status, company type, or both, with (ANY) matching everything; where several match, the most specific wins. Company type is read from the products on the invoice, so adding or removing a line can change which rule applies and replace a template you had chosen by hand

Menu → Reprint → Batch Reprint

Reprint an invoice with a corrected batch number, without editing the posted document. Enter an invoice range, optionally narrow to one Product, and click Search. Batch is the only column you can edit — then Preview and print. Nothing is saved to the database: the invoice keeps its original batch, is not re-marked as printed, and nothing is re-sent to FBR. Your edits are discarded once you search again or close the screen.

Moving cash between your own bank accounts no longer has to be entered twice. Bank Transaction now starts with an Entry Type — Deposit, Withdrawal or Transfer. Choose Transfer, pick a From Bank and To Bank, enter the amount once, and both ledgers are posted in a single step. Each bank keeps its own running balance and names the other in its remarks, and the two halves save together — a transfer can never be left half-recorded. The Cheque / Slip No is optional for transfers.

The separate Deposit and Withdrawal boxes are replaced by a single Amount field — the Entry Type decides the direction.

Generated export files no longer have to be dug out of a folder and mailed by hand. Every row on the Export Panel now has its own GENERATE button, and as soon as the zip is ready DFS asks whether to email it directly to the company's contacts — the contact persons marked with the SAS flag in Company Setup → Contacts. Sending uses the SMTP account already configured in Settings, and the email carries the data period so the company knows exactly what it received. Prefer to handle the file yourself? Skip the email and DFS offers to open the output folder instead. Each successful run also records its generated date, so you can always tell when a company's data was last produced.

Approvals no longer have to be entered one product at a time. The Product box on Sales Approval is now a multi-select — tick as many products as you need, search to narrow the list, or use Select All — and a single Add applies the quantity and discount percentages to every product you picked. A new Group box beside Company shortens the product list to one product group. Leave the product box empty and DFS asks whether to apply the approval to every product of the selected company (or just the chosen group), then writes them all in one go. If any product you are approving already carries an approval under the same number, you are asked whether to overwrite those, skip them and add only the rest, or cancel — so hand-tuned entries are never silently replaced. Note that products added to the company after an approval is saved are not covered automatically — select the new products, or repeat the all-products step and choose skip.

A new Trial Balance brings every balance in DFS onto one statement — receivables, bank accounts, stock, trading figures, taxes, expense and income heads, and supplier payables — in classic Debit / Credit columns with equal totals. Balances are recomputed from the ledgers up to your chosen date, so a back-dated trial balance is accurate; sales and purchases are shown tax-exclusive with GST and WHT in their own Tax section. Open it from Distribution Summary → Trial Balance. The Capital / Difference line balances the statement and approximates owner's capital in a healthy book.

The month-wise profit report has been rebuilt as a proper three-part P&L Statement: a Trading Account, a Profit & Loss account, and a Balance Sheet that finally balances — every section's two sides total equal. Sales and purchases are now tax-exclusive on both sides, so gross profit is no longer inflated by GST and withholding tax; the tax amounts appear on the balance sheet as Purchase Tax & WHT Paid and Sales Tax & WHT Collected instead. Receivables, payables, and bank balances reconcile line-for-line with the new Trial Balance, and months that were never closed are clearly marked (no snapshot) rather than printing zeros. Open it from Profit / Loss → P&L Statement; figures will differ from the old Month Wise report — that is the correction.

The side-bar shortcuts are now yours to choose. Open System → Shortcut Setup, tick up to 15 of the menus your role allows, and click OK — the side bar updates instantly and your selection follows your login on any computer. The bar can be collapsed to an icon-only rail with the splitter next to it, and Close Program stays pinned at the bottom.

Until you save your own selection, the side bar shows a standard set of the most-used screens, limited to the menus your role allows — so nothing is lost if you never open the setup screen. Unticking everything and clicking OK brings that standard set back.

When you post a Receipt — or a Write-off / Balance Shift — the invoice is now settled or adjusted at company level automatically. The amount flows across the invoice's companies in order, so recovery and aging tie back to the exact company that was paid, written off, or adjusted. Nothing changes in how you use Cash Receive, Write Off Invoice / Discrepancy, or Shift Invoice Balance; the breakdown is maintained for you and always reconciles to the invoice total.

Products on the invoice can now be grouped by company, so items from the same company appear together on the printout for easier reading and checking. Turn it on from Default Setting → Invoice tab.

A new Party Account Setup screen lets you maintain the party master list — name, type, address, phone, description and opening balance — directly in an editable grid. Add and edit parties inline, filter to Active Only, and deactivate parties with a soft delete that keeps their history intact. Opening balances and later changes are posted automatically to the party ledger as a Balance Correction.

A new Party Transaction screen records money received from or paid to a party through a bank. Choose Receiving or Payment, pick the party and bank, and enter the amount — the party ledger, party balance, bank balance and bank ledger are all updated together in one transaction.

A new Party Ledger report shows every receipt and payment for a party over a date range — with the bank used, reference, debit, credit and a running balance — built from Party Transaction postings and opening-balance corrections.

The Cash Payment screen now supports a Type of Payment (default) or Receiving. Use Receiving when a supplier pays money back — for example a claim reimbursement — and the supplier balance, company ledger and bank balance are all updated in the opposite direction.

A new Previous Claims Adjustments option has been added to Company Setup, letting you configure per-company whether prior-period claim adjustments are allowed. Enable it for companies whose claim policy permits back-dated adjustments; leave it off for those that don't.

Datalink Installer has been introduced to install Datalink DFS seamlessly with simple steps. It bundles every prerequisite — SQL Server, SSMS, Crystal Reports, 7-Zip, AnyDesk — and handles firewall rules, printer sharing, network discovery, file ACLs, and the Datalink DFS deploy itself, so a fresh machine goes from blank to ready without any manual configuration.

Invoice correction feature has been added to allow users to make necessary adjustments to previously generated invoices.

New GST report has been added in the system with detailed tax breakdown for FBR submission.

Product setup screen has been redesigned with new layout and product image upload option for better

New version of mobile booking app has been launched with new design and product image enablement