Blog
In this section you can find general product news and tips and tricks to help you get the most out of your Datafile system.
Did you Know? – Weblinks in Ledger Enquiries
Web Links You can launch a website directly from Ledger Enquiries using data from your system. Some common uses for this include: Linking to a Credit Checking website such as Experian or Creditsafe from Sales or Purchase Accounts Linking to a Consigment Tracking...
Data Visualisations in Action – B3 Cricket
B3 Cricket are one of the few cricket bat manufacturers who still own their own factory and make their cricket bats in England. Their unique custom service and advanced technology means they can give every player the same level of choice as a top professional player....
Links to Carrier Systems Application
Delivery errors can sometimes be caused by incorrect information being entered onto a Carrier’s on-line system. With the new DPD Shipment and Consignment Tracking application, the details are output directly from the Datafile so that there’s no rekeying of dispatch...
Making Tax Digital 2019 – Datafile Compliance
Making Tax Digital is a key part of the government’s plans to make it easier for individuals and businesses to get their tax right and keep on top of their affairs, meaning the end of the annual tax return for millions. Every individual and business now has access to...
Did you Know? – Landing Page Field Chooser
You can use the Field Chooser to customise your Landing Pages (subject to user permissions). Each user can personalise their Landing Page content to suit their own needs. Using the Mouse, right click on the column headings and select Field Chooser then simply drag the...
Did You Know? – Landing Page Explorer
On the Landing Page tabs, you can use the Explorer function to filter records on any database field. Date filters can be further applied at Year / Quarter / Month / Week / Day level. Example 1 - Sales Order Processing - Filter on Account Name and then by Date-Input...
Did you Know? – Nominal Ledger Landing Page
Get faster access to your Nominal Balances using the new functionality available on the Landing Pages. Get faster access to your Nominal Balances using the new functionality available on the Landing Pages. 1 - Balances Totalled by Category 2 - Nominal Balances within...
Spring 2017 Newsletter
Our latest newsletter is available from the download below. It includes Statutory information regarding the Payroll along with details of some new modules. Download Direct_Newsletter_Spring_2017.pdf
Did You Know? – Print Images on Order Processing Documents
Images linked to Stock records can be printed on any Order Processing Document such as Quotes, Order Confirmations, Delivery Notes and Invoices.
Did You Know? – Label Printing
Labels can be printed singly from the Ledger Enquiry or as a batch from within the Report Generator. A widely used example of this is to print Stock labels with the respective Bar Code
Did You Know? – Include Attachments when Emailing Documents
When sending Order Processing documents via email, additional standard documents can be automatically attached such as Terms and Conditions.
Did You Know? – Purchase Invoice Scanning and Retrieval
Purchase Invoices can be scanned in and linked to a transaction. This can be done at the point of posting or later as a batch process. Once scanned, the “Document” feature is available against the transaction within the Ledger Enquiries and the image can be recalled...