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.
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...
Did you Know? – Show Stock Images in Ledger Enquiries
The system allows the facility of linking an image (either a BMP or JPG) against a record. When the record is open the IMAGE option on the toolbar is activated so you can view the image or alternatively display the image in Ledger Enquiries.
Did You Know? – Multiple Document Re-Print / Email
The Sales Account Ledger Enquiry can hold copies of application documents such as invoices, credit notes and statements. Purchase Ledger and Payroll (Employee) enquiry options also allow access to their equivalent application documents. When listing the documents the...