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Documents - Part 3: Outbound Communication

By Dan S. 11/08/2026 – 15:36

In the previous post in the series, we delved into some more advanced features. This post brings these features together and explains how they’re utilised to send emails, print files or upload files to file servers. Ad-Hoc An Outbound Communication Document can be created, populated and sent manually. This could be as

Document generated from ERP

Documents - Part 2: Advanced Features

By Dan S. 22/06/2026 – 14:30

In the previous post in the series we explored the concept of Documents in EDP. This post explores some of their more advanced features. Generation Document Items in EDP can be configured to generate their files using built-in File Generators. SQL scripts can be used to generate simple files, such as CSV, JSON or XML,

Document-handling-in-EDP-ERP

Documents - Part 1: The Basics

By Dan S. 05/05/2026 – 12:49

This is the first post in a series of Insights that will showcase the functionality around storing and transmitting files in our platform and how it can streamline workflows, reduce friction and improve day‑to‑day business processes. Concept In EDP a Document could represent many things: A single document containing a

Multi-company ERP support

Multi-Company Support

By Charlie S. 21/04/2026 – 11:22

EDP ERP delivers powerful multi‑organisation and multi‑company capabilities straight out of the box. It brings seamless centralised control across financial consolidation, shared data, and intercompany processes, while still giving each company the flexibility to tailor its own setup and operate with full autonomy. Use

Business ERP Software Deep Linking Tip

A Smarter Way to Access and Share Work in De Facto EDP

By Jade C. 25/02/2026 – 10:18

You may have seen our recent update introducing Progressive Web App (PWA) and EDP Deep Linking functionality. If you haven’t explored it yet, it’s worth taking a look - it’s a simple feature that can make everyday use of De Facto EDP faster and more efficient. Install EDP as a Progressive Web App De Facto EDP can now b

File Drag and Drop onto a records

File Drag and Drop in De Facto EDP

By James D. 14/01/2026 – 12:02

New functionality you will love. Frustrated with looking for emails and other files that relate to a specific thing in your business system? No problem, we've got you covered! For example, you can quickly drag and drop any file onto an ERP contact, creating a linked document with the file attached. The document can eas

EDP User Interface Guide Software Business System Help

Latest De Facto EDP User Interface Guide

By James D. 13/01/2026 – 09:30

We’re pleased to announce the release of the latest version of De Facto EDP ERP. This update introduces a range of new functionality and enhancements designed to elevate the user experience and help you maximise the value of your De Facto system: List Data Links for easier navigation throughout the system. Progressive

De Facto Software CRM

De Facto ERP Now With CRM Built-In as Standard

By Alan P. 16/12/2025 – 15:31

De Facto's built in CRM functionality helps businesses manage interactions with customers, prospects and suppliers. Enabling sales, marketing and service teams to organise customer information, track communications, and streamline sales, marketing and support activities. Seamless User Experience CRM functionality is an