Blogs

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

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

Transaction Descriptions – Save for Recall As part of the entry of supplier invoices you have the option to enter a transaction description, this will often appear on remittances or enquiry screens.

Ledger Enquiry – Increased Screen Size A recent enhancement to the PREMIER level of the software allows both the size of the Ledger Enquiry screens to be increased and also allows for up to four

Printing Bar Codes on Labels and Documents Within the Report Generator there are options to print labels.  A data item such as a Stock Code can be set on the label so that when printed a bar code is

Sales and Purchase Order Processing – Copy an Order Line When adding or updating an order you may have a situation where the order line you wish to add is very similar to an existing line on the

My Reports When you print a report or document to PDF, Excel or Word these files are created and stored within a folder for that User-Id.  The My Reports option on the ribbon allows quick access to r

Sales and Purchase Ledgers – Check a UK VAT Registration Number For users who have registered their Datafile system with the HMRC Making Tax Digital scheme you can verify a customer / supplier V

Landing Page Rolodex This option, available on landing pages, compliments the extensive search functions available. To enable the Rolodesk on a landing page right-click against a row and choose to ‘

Cursor Colour Sometimes when there’s a data entry form with many data items on, it may not be obvious where the cursor is. In the example below we have a Sales Order Entry form and have set the curs

Ribbon – Menu FavouritesAs part of a user’s role there may be several key options that they require quick access to e.g. Add a new Sales Order/Quote, Update a Stock record, post a Re

ALL MODULESLanding Page Grouping and TotallingGrouping can be used on any field on a Landing Page to create a sub-totalled style report. In the example below we have a Salesperson set against each a