Blogs

Utilise our popular "Did You Know?" articles with tips and tricks to help get the most out of your Datafile system.

Stock Take / Forward – Stock Control

Sep 24, 2025
Stock Take / Forward – Stock Control NON-STOCK-TAKE ? Flag to identify items as being excluded from the stock take process. DATE-COUNTED D, E Last date a stock count was done for this item. COUN

Namespaces

Sep 24, 2025
Namespaces The element names defined within a schema relate just to that schema. But someone may, for very good reason, want to vary a standard schema. BOSSFed, for instance, base their schemas on the

Auto Payments List

Sep 24, 2025
Auto Payments List The Auto Payments list reports employees set to receive payment direct into their bank accounts.The report lists the employees, the bank references and their net pay. You can create

Stock Take – Stock Control

Aug 18, 2025
Stock Take – Stock Control The Stock Take facility allows you to record and analyse stock takes. These options would normally be used at the end of a period or year but can be run at any time. T

Employer Payment Summary (EPS)

Aug 18, 2025
Employer Payment Summary (EPS) The HMRC will use the values from the individual FPS files throughout the tax month / quarter to determine what payment value they are expecting from your company –

Output to Microsoft Excel 2007

Aug 15, 2025
Output to Microsoft Excel 2007 Microsoft Excel 2003 has limits on the number of rows and columns that can be displayed within a spreadsheet which was increased for Excel 2007. By default when outputti

Did You Know – Landing Page Fast Filters

Nov 27, 2024
Landing Page Fast Filter Options When using the Landing Pages against larger data sets then options to bring in the last X through records added can be used against Sales Order, Purchase Order or Work

Did You Know – Stock Availability

Nov 06, 2024
Stock Availability When receiving customer enquiries, you may be asked to check the availability of a stock item. If, however, you have insufficient stock on hand and you are asked for when stock will

Did You Know – Landing Page Filter Options

Oct 16, 2024
Landing Page Filter Options There are many options to filter records on a landing page.  The simplest option is to use the row filter button to the right of the item name on the column heading.Anot

Did You Know – Validating an E-Mail Address

Oct 02, 2024
Validate E-Mail Address If adding / updating an E-Mail address item on customer/supplier account or sales/purchase order the system can be set to apply standard validation rules to the entered address

Did You Know – Saving Selection Criteria

Sep 18, 2024
Saving Selection Criteria When you run a report in Datafile you will often see the prompt ‘Specify Any Selection Criteria’ – this allows you to enter criteria to restrict the information display

Did You Know – Copying A User ID

Sep 04, 2024
Copy A User ID When creating a new user logon for the Datafile system various parameter settings are available that control how the user accesses the system.  These include default company, default m
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