Blogs

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

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

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

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

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