Blogs

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

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

Did You Know – Transaction Descriptions

Aug 20, 2024
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.

Did You Know – Ledger Enquiry

Aug 06, 2024
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

Did You Know – Printing Bar Codes

Jul 23, 2024
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

Did You Know – Copy An Order Line

Jul 09, 2024
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

Did You Know – My Reports

Jun 25, 2024
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

Did You Know – Check a UK VAT Registration Number

Jun 11, 2024
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
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