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Datafile Software - Hardware and Software Supported Versions
Viewed 13208 times since Thu, Dec 13, 2012
SERVER   OPERATING SYSTEMS Microsoft® Windows® 2012 Server Standard Edition and Data Centre Editions **   Microsoft® Windows® 2012 R2 Server Standard Edition and Data Centre... Read More
Ledger Enquiries - Performance Tuning
Viewed 7903 times since Mon, Feb 4, 2013
  Ledger Enquires – Performance Tuning     Over time as transaction sizes grow within the Datafile system, displaying transaction lists in LIFO sequence may take longer.     Some common ways to improve performance are as... Read More
Datafile Software - User ID Set Up
Viewed 7083 times since Wed, Jun 13, 2012
Datafile Software  User ID Set Up 1)Sign on to Datafile Software using the MASTER User-Id. Please note that the system will ask "Lockout all other users until return to Sign-On”. Only respond "Y” if you are sure there are no active users... Read More
Datafile Software - Special Table Calculation Items
Viewed 5525 times since Tue, Sep 25, 2012
System Utilities Special !C Database Calculation Items !C1 If less than zero, make zero !C2 If greater than zero, make zero !C3 If negative make positive !C4 If positive make negative !C5 Highest of items included in +Dnnn... Read More
Considerations when Upgrading to Datafile 20nn
Viewed 4581 times since Tue, Jun 6, 2017
1.Hardware Considerations Please review our system requirements at http://kb.datafile.co.uk/article/datafile-software-hardware-and-software-supported-versions-1938.html Monitors and Screen Display Datafile 20nn uses the default Windows font sizing on... Read More
Datafile INI Files
Viewed 1085 times since Mon, Dec 18, 2023
Starting Up Datafile The icon for Datafile that you select to start up the system will have a target pointing to the DFWIN.EXE. Typically, this program call is followed by a folder path to the main Datafile folder – for example \\... Read More
Output to Microsoft Excel 2007
Viewed 94093 times since Mon, Jun 11, 2012
Datafile Software Output to Microsoft Excel 2007 Microsoft Excel 2003 has limits on the number of rows and columns that can be displayed within a spreadsheet which was increased for Excel 2007. By default when outputting to Excel from Datafile,... Read More
Output to Excel Pivot Table
Viewed 24037 times since Tue, Jun 12, 2012
Datafile Software Output to Excel Pivot Table One of the more useful tools within Excel is the Pivot Table utility. The pivot table is a data summarization tool and among other functions, they can automatically sort, count, and total the data... Read More
SMB2, SMB3 and Opportunistic Locking
Viewed 22944 times since Tue, Apr 8, 2014
Datafile Software Solutions SMB2, SMB3 and Opportunistic Locking Datafile uses an ISAM database which may be affected by the use of Opportunistic Locking and SMB2/3 on later versions of Microsoft clients. Datafile has several hundred... Read More
User-Definable Ledger Enquiry Applications
Viewed 21723 times since Tue, Jun 12, 2012
Datafile Software User-Definable Ledger Enquiry Applications Developments to the Ledger Enquiry over the last few releases have been widely welcomed and further development is included within this release.This new feature expands the Ledger... Read More
Datafile Software - Keyboard Shortcuts
Viewed 20735 times since Thu, Jul 26, 2012
Datafile Software   Keyboard Shortcuts Alt - L Ledger Enquiries Alt - = Calculator Alt - B Desktop Databases (Customers / Suppliers Stock etc) Alt - P Change Printer Alt - S Spooled Reports Alt - Z Pause System (until password is re-entered) Alt... Read More
Report Generator - Mail Merge Documents
Viewed 15047 times since Mon, Jun 11, 2012
Datafile Software Report Generator - Mail Merge Documents The existing Word options within the likes of the Ledger Enquiry allow the creation of word documents based on a template but on an account-by-account (or record-by-record) basis. To run a... Read More
Ledger Enquiry Hyperlinks on Application Report Output to Excel
Viewed 10824 times since Mon, Jun 11, 2012
Datafile Software Ledger Enquiry Hyperlinks on Application Report Output to Excel One of the more popular features introduced in Release 6.1 was the facility to send an application report to screen or spooler and include ‘hyperlinks’... Read More
Stock Enquiry - History / Detail Database Options
Viewed 9835 times since Mon, Nov 25, 2013
Datafile Software Solutions Stock Enquiry - History / Detail Database Options The Sales and Purchase Account enquiry options allow the facility to enquire on two linked databases; this facility has now been extended to the Stock enquiry. As... Read More
Nominal Enquiry - Links to Sales/Purchase Transactions
Viewed 9569 times since Tue, Jun 12, 2012
Datafile Software Nominal Enquiry - Links to Sales/Purchase Transactions This new feature allows the Nominal Enquiry to drill back to the sales and purchase transactions that were processed to create the nominal transaction. Cashbook users can... Read More
Group Account Sales Enquiry
Viewed 9451 times since Fri, Oct 26, 2012
Datafile Software Group Account Sales Enquiry Sales Ledger options allow you to mark an account as being part of a group but still treat the account as an individual account for the purpose of processing, reporting and enquiry. This new feature... Read More
Printing to Tobit Faxware / David
Viewed 8871 times since Wed, Jun 13, 2012
Datafile Software Printing to Tobit Faxware / David This new feature allows the ability to include the passing of fax commands to your Tobit Faxware / David printer. Other fax products, such as Zetafax, that support the passing of commands to... Read More
Datafile Software - File Naming Conventions
Viewed 4995 times since Thu, Jul 26, 2012
Datafile Software - File Naming Convention.   Each File is Prefixed with a Company ID e.g. DEM Each Database File has an extension of .DFD   Examples :   DEM-SLA.DFD - Sales Ledger Accounts DEM-SLT.DFD - Sales Ledger Transactions DEM... Read More
Filter Records on Enquiry Search
Viewed 4877 times since Fri, Oct 26, 2012
Datafile Software Filter Records on Enquiry Search During Sales Ledger processing the system hides accounts flagged as prospects from selection.Similarly Sales and Purchase Order Processing allow the facility to ‘hide’ selected items... Read More
Ledger Enquiry - Additional CRM Categories
Viewed 4611 times since Fri, Jun 8, 2012
Datafile Software Ledger Enquiry - Additional CRM Categories The CRM panel within the Ledger Enquiry allows links to record Word documents, Notes, Scans, and Emails against the application enquiry record.Users have requested additional options... Read More
Send Email Support Query
Viewed 4572 times since Fri, Jun 8, 2012
Datafile Software Send Email Support Query The Help pull-down option on the main toolbar includes functions for Reseller Website and Reseller Email which are available, subject to configuration settings, to allow the operator to access the... Read More
Document Design Manager - Page Set-up
Viewed 4541 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Page Set-up When a document is first converted (or created) you are asked to enter/confirm selected page set-up details. Paper Size – offers a drop-down list of paper sizes available. Select the... Read More
Output to Pivot Tables - Accept and Save Options
Viewed 4537 times since Tue, Jun 12, 2012
Datafile Software Output to Pivot Tables - Accept and Save Options Release 6.0 introduced the reporting option to output data to an Excel Pivot Table. Following feedback from users the run-time parameters now allow an ACCEPT and a SAVE option,... Read More
Connection to SQL Server via ODBC and SQL Log Housekeeping
Viewed 4430 times since Fri, Jul 21, 2017
SQL Replicator Connection to SQL Server via ODBC   The Datafile SQL Replicator connects directly to a MySQL or MsSQL Server.  Where the server is on a remote connection you may want to use SSL.   The existing connection options... Read More
Document Design Manager - Parameters
Viewed 4407 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Parameters The parameter options available differ for each document and are essentially unchanged from the previous designer. Navigation within the parameter screens has been changed however. Firstly,... Read More
Customer / Product History Enquiry
Viewed 4331 times since Tue, Jun 12, 2012
Datafile Software Customer / Product History Enquiry Sales Order Processing allows a History enquiry option that allows you to list the current customers previous order details for a specific stock item, this facility can also be accessed from... Read More
Output User List to Excel
Viewed 4329 times since Fri, Oct 26, 2012
Datafile Software Output User List to Excel When defining users and their configuration settings for access to Datafile within the MASTER sign-on it can be useful to print the existing user list for review. From the user list the <F7-Option>... Read More
Emails in HTML Format (Outlook 2007)
Viewed 4255 times since Mon, Jun 11, 2012
Datafile Software Emails in HTML Format (Outlook 2007) When you create an email from Datafile, whether it is the printout of a report, a statement / invoice document, or create a new email from the Ledger Enquiry the system uses MAPI tools to... Read More
ASCII Import with Line Feed Only Record Delimiter
Viewed 4161 times since Wed, Jun 13, 2012
Datafile Software ASCII Import with Line Feed Only Record Delimiter The ASCII import procedure allowed the use of Carriage Return as a record delimiter or the use of both the Carriage Return and Line Feed as the record delimiter but not the use... Read More
F8-Zoom - Allow Other Searches and Enquiries
Viewed 3983 times since Fri, Jun 8, 2012
Datafile Software F8-Zoom - Allow Other Searches and Enquiries The Ledger Enquiry allows you to perform enquires against any of the main application databases.When updating or viewing records within the main applications the <F8-Zoom> allows... Read More
Spooled Reports - Clear Selected Spool Files
Viewed 3973 times since Mon, Jun 11, 2012
Datafile Software Spooled Reports - Clear Selected Spool Files When you print a report within the Datafile system one of the print destinations available is Disk Spooler which allows you to view a report before printing or indeed save to view... Read More
Default Text as Data Items
Viewed 3960 times since Wed, Jun 13, 2012
Datafile Software Default Text as Data Items Occasionally there is a requirement for a text data item to default to a particular character or phrase when adding records but allow occasional overtype. Usually this is achieved by defining a lookup... Read More
Application Maintenance
Viewed 3640 times since Mon, Jun 11, 2012
Datafile Software Application Maintenance Various standard procedures within the applications have been updated to trigger a refresh command rather than updating individual record changes – in some cases parameters have been added as to... Read More
Copy to Clipboard - Use <TAB> Delimiter
Viewed 3589 times since Fri, Oct 26, 2012
Datafile Software Copy to Clipboard - Use <TAB> Delimiter When using the Ledger Enquiry the option is available within the Utilities panel to copy selected items to the Clipboard for pasting into other applications – this is typically used... Read More
Ledger Enquiry - New Interface
Viewed 3588 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry - New Interface This release brings a new interface to the Ledger Enquiry options available on the Datafile Desktop. The first change is that when you are prompted for the record to select, i.e. the account... Read More
Document Design Manager - Save and Exit
Viewed 3501 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Save and Exit The File pull-down allows you to save the document and exit the document design. If you exit without saving you will be prompted to save the changes – if you respond ‘Yes’... Read More
Heading / Title on Main Menu
Viewed 3403 times since Wed, Jun 13, 2012
Datafile Software Heading / Title on Main Menu When designing application menus options available allow you to call program routines, other menus or add ‘notes’ as titles using a N-Notes configuration option. This feature has now... Read More
Sales Order / Works Order Enquiry Links
Viewed 3307 times since Mon, Nov 25, 2013
Datafile Software Solutions Sales Order / Works Order Enquiry Links When entering Sales Orders you have the facility, if also using Bill of Materials, to flag an entry for works order creation. This new feature allows the Sales Order Ledger... Read More
Log User-Id / Date / Time Database Record Updated
Viewed 3231 times since Fri, Oct 26, 2012
Datafile Software Log User-Id / Date / Time Database Record Updated Database options, available for the Premier product level, allow you to log the user who added the database record together with the date and time the record was added. This new... Read More
Job Costing Category Analysis
Viewed 3171 times since Tue, Jun 12, 2012
Datafile Software Job Costing Category Analysis The Job Costing Ledger Enquiry allows an option ANALYSIS that summaries the transactions for the job up to a particular date by category with further zoom options from here to a summary for the... Read More
Sales/Purchase - Links to Order Enquiry from Transactions
Viewed 3016 times since Tue, Jun 12, 2012
Datafile Software Sales/Purchase - Links to Order Enquiry from Transactions When using the Ledger Enquiry to view a customer or supplier account you have been able to list the sales/purchase orders referenced against this account. This new... Read More
Additional F4-Select Options
Viewed 2986 times since Wed, Jun 13, 2012
Datafile Software Additional F4-Select Options A series of additional special data items have been made available to assist in searching for records within the <F4-Select> process. Address and Telephone Search When maintaining address details... Read More
Datafile Software - Menu Parameter Listing
Viewed 2863 times since Wed, Jun 13, 2012
Datafile Software  Menu Parameter Listings   APP/PARAM DESCRIPTION BM.. ----- BILL OF MATERIALS ---------------------------------------- BM..1000 ... Read More
Compress Address Lines and Post Code
Viewed 2789 times since Wed, Jun 13, 2012
Datafile Software Compress Address Lines and Post Code The Premier system allows you to define a range of data items on a database as the address block and selected documents allow you to set an option to compress blank lines from the address... Read More
Copy Screen Region to Clipboard
Viewed 2774 times since Fri, Jun 8, 2012
Datafile Software Copy Screen Region to Clipboard Available from the Window pull-down menu on the main Datafile toolbar are two routines which allow you to copy the current Datafile screen to the operating system clipboard, one option allows you... Read More
Screen Design - Allow 64 Data Items per Screen Layout
Viewed 2644 times since Mon, Jun 11, 2012
Datafile Software Screen Design - Allow 64 Data Items per Screen Layout In Release 6.0 the number of lines per application screen design was increased from 16 to 20 lines but the number of items that could be included on a screen layout... Read More
Company Specific Main Menu Picture
Viewed 2627 times since Wed, Jun 13, 2012
Datafile Software Company Specific Main Menu Picture When you sign-on to the system you are shown the main menu on the left and a picture on the right – this is generally a Datafile image but some users have updated their own image to replace... Read More
Salesperson Access Filter for Sales Accounts and Sales Orders
Viewed 2585 times since Fri, Oct 26, 2012
Datafile Software Salesperson Access Filter for Sales Accounts and Sales Orders This new feature, applying to options in Sales Ledger and Sales Order Processing and their respective Ledger Enquiry tools, allows you to restrict access to accounts... Read More
Database Table - Date Item Types - "F" Type Forecast Date Field
Viewed 2583 times since Fri, Mar 6, 2015
This allows forecasting by adding a number to a date (D-type or E-type) or comparing the system date to a date item already defined.  Both the relevant data items must have been specified previously in the record.  There are eleven... Read More
Special Data Item Names for Web Analysis
Viewed 2533 times since Tue, Jun 12, 2012
Datafile Software Special Data Item Names for Web Analysis When importing orders or enquiries from a website into a Datafile Database it can be useful to analyse the sites used and any search engine / terms used. This can then be used to target... Read More
Printing to PDF
Viewed 2478 times since Wed, Jun 13, 2012
Datafile Software Printing to PDF Invented by Adobe, Portable Document Format (PDF) is the published specification used by standards bodies around the world for more secure, reliable electronic document distribution and exchange. Adobe PDF... Read More
Pick Lists – All Records Button
Viewed 2461 times since Wed, Jun 13, 2012
Datafile Software Pick Lists – All Records Button Enquiry pick lists generally apply a pick list limit restricting the number of records displayed in the first instance to improve speed. If more records are available a MORE icon displayed and... Read More
Additional Forecast Date Options
Viewed 2437 times since Mon, Jun 11, 2012
Datafile Software Additional Forecast Date Options Forecast Dates are a database item type that allows you to analyse and ‘manipulate’ date items.Different types of forecast date are available from the basic forecast date where you... Read More
Document Design Manager - Converting A Document
Viewed 2409 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Converting A Document Whenever you open an existing document that was designed using the old designer you will be asked to convert to the new layout. To convert to the new style select ‘Use New... Read More
Record Groups as Items in Discount and Supplier Matrix
Viewed 2394 times since Fri, May 27, 2016
The Discount and Supplier Matrix files use a prime index built up from the account code/group and the stock code/group as its unique key.  The Matrix file also includes separate items for the account code, account name, stock code and stock... Read More
Document Design Manager - Additional Notes
Viewed 2389 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Additional Notes Sales and Purchase Ledger / Blank Out Aged Values – sales (and purchase) statements have options to print the aged analysis and to blank out values and text when that age band is not... Read More
Database Activity Alerts
Viewed 2376 times since Tue, Jun 12, 2012
Datafile Software Database Activity Alerts This new accessory, available as a trial in Release 6.2, allows the system to create/send emails when, for example, an account is placed on stop or goes over its credit limit. The Alerts option also... Read More
Document Design Manager - Inserting New Items
Viewed 2367 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Inserting New Items To insert a new item position the mouse where you wish to insert the item and press the right-button on the mouse (hereafter described as right-click). A menu appears for you to... Read More
Windows 10 1803 Update / Windows Defender
Viewed 2356 times since Wed, May 30, 2018
Windows 10 1803 Update / Windows Defender   The latest version of Windows Defender installed with the Windows 10 1803 update can block connections to the HMRC for FPS / EPS submissions in some circumstances – the system reporting a &lsquo... Read More
Transaction Types
Viewed 2342 times since Wed, Nov 6, 2013
Datafile Software Transaction Types Sales Ledger / Purchase Ledger Transaction Types 1 – Invoice Header 2 – Payment 3 – Credit Header 4 – Invoice Adjustment 5 – Pay Adjustment 6 – Exchange Difference 7 – Holding Rate... Read More
Document Design Manager - Print Preview and Test Print
Viewed 2340 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Print Preview and Test Print You can preview the document to the screen or the printer from the File pull-down menu. Selecting the Print Preview option shows the document on screen. You can use the... Read More
Scanned Documents - Save As PDF
Viewed 2338 times since Mon, Jun 11, 2012
Datafile Software Scanned Documents - Save As PDF When scanning documents, either as invoices during purchase transaction entry or via the Ledger Enquiry, the system saves the document as a TIF file against the record.When the system is... Read More
Document Design Manager - The Document Design Toolbar
Viewed 2305 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - The Document Design Toolbar Before discussing the specifics of designing a document, you should review the document design toolbar which has some changes from the old designer. The toolbar has the... Read More
Image Display on Maintenance Screens
Viewed 2256 times since Wed, Jun 13, 2012
Datafile Software Image Display on Maintenance Screens The system allows the capability of linking an image (either a BMP or JPG) against a database record, when the record is open the IMAGE option on the toolbar (or on the right-hand utility... Read More
Screen Size Settings
Viewed 2238 times since Tue, Jun 12, 2012
Datafile Software Screen Size Settings The Datafile recommended settings for screen displays are a resolution of 1024x768 with font settings of Arial 10pt.However, where users have larger / widescreen monitors Datafile is stretched to the full... Read More
Datafile Software - Menu Application Files
Viewed 2230 times since Wed, Jun 13, 2012
Datafile Software  Menu Application Files   SL.D03 Sales Ledger Main Menu SLREP.D03 Sales Ledger Reports SLCURR.D03 Sales Ledger... Read More
Document Design Manager - Moving, Deleting and Amending Items
Viewed 2229 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Moving, Deleting and Amending Items You can move an items position by selecting it with the mouse and dragging it to where it’s required.If the ‘Tools’ option ‘Snap to Grid... Read More
Document Design Manager - E-Mail Settings
Viewed 2214 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - E-Mail Settings The E-Mail Settings option allows you to configure default message details if the document is printed to E-Mail. (This option is not available for all documents – for example cheques... Read More
Email Documents - Set CC and BCC Email Addresses
Viewed 2213 times since Wed, Sep 21, 2016
Document processing allows the system to pick up an email address from the current record – the account record for a sales statement or the order record for a sales order acknowledgement for example, or to pre-set an email address for internal use... Read More
Document Design Image Display Properties
Viewed 2209 times since Fri, Jun 8, 2012
Datafile Software Document Design Image Display Properties When adding a jpeg or bitmap image to a document layout the system sizes the image based on the screen dpi and the height/width of the image. This can result, with small logos, an... Read More
General Application Pick Lists
Viewed 2183 times since Wed, Sep 21, 2016
Datafile 2016 Only Earlier releases have introduced definable pick lists into the applications. This release now extends this facility to any Datafile Database. The pick lists allow you to review a set of records, allowing enquiry options plus... Read More
Pick Lists - Increased No of Display Items
Viewed 2182 times since Wed, Sep 21, 2016
Diamond and Premier Only Over the last few releases the Application Pick Lists have become one of the most popular features within the Datafile system. This new option increases the number of display items from 10 to 20 within the pick list.  ... Read More
Documents to Email - Merge PDF Attachments
Viewed 2157 times since Mon, Jun 11, 2012
Datafile Software Documents to Email - Merge PDF Attachments When application documents are sent to email the document is attached as a PDF file. The email parameters also allow for the inclusion of additional attachments such as terms and... Read More
Desktop Database Tools - Additional F4-Select Options
Viewed 2153 times since Fri, Jun 8, 2012
Datafile Software Desktop Database Tools - Additional F4-Select Options Earlier releases introduced the facility to sort by default the records displayed from an <F4-Select> search based on one of the columns displayed, whilst this release... Read More
Forecast Dates - Additional Options
Viewed 2150 times since Fri, May 27, 2016
Forecast dates allow you to analyse date’s in different ways.  Existing option types allow you to add set number of days to a base date, show the Age in years/months/days, show the week in year of the base date and so on. New options... Read More
Email Attachments - Create PDF Files in Main Report Folder
Viewed 2132 times since Fri, Jun 8, 2012
Datafile Software Email Attachments - Create PDF Files in Main Report Folder When a report or document is printed options are available, subject to system configuration, to send the printed output to Microsoft Word / Microsoft Excel (or... Read More
F4-Select - Exact Code Match Entry
Viewed 2132 times since Tue, Jun 12, 2012
Datafile Software F4-Select - Exact Code Match Entry When entering a code, such as an account code or stock code then the system will, on entry of a partial code, list in the <F4-Select> search results any entries that match the partially... Read More
Document Design Manager - Setting and Applying Font Defaults
Viewed 2132 times since Wed, Jun 13, 2012
Datafile Software Document Design Manager - Setting and Applying Font Defaults As discussed earlier when you first convert a document a font of Courier New is assigned to existing items – which is similar to how the document would have printed... Read More
Include Attachments on Documents to Email
Viewed 2117 times since Tue, Jun 12, 2012
Datafile Software Include Attachments on Documents to Email There can be a requirement to include ‘Terms & Conditions’ when sending documents such as a invoice via email, or to include specific PDF files when a particular stock... Read More
Contact and CRM Management
Viewed 2108 times since Tue, Jun 27, 2017
Contact Management is a new accessory for Datafile 2017.  CRM, or Customer Relations Management, means different things to different people.  The Datafile application allows for the recording of Contacts and Activities against a Customer... Read More
History Database Cross-Links
Viewed 2095 times since Tue, Jun 12, 2012
Datafile Software History Database Cross-Links The Datafile Premier system allows extra detail databases, termed ‘History’ files, to be viewed off the Sales Ledger, Purchase Ledger, Sales Order and Purchase Order Ledger Enquiry... Read More
Discount and Supplier Matrix Prevent Sale of Items to Selected Customers
Viewed 2079 times since Fri, May 20, 2016
This new feature allows for the creation of a discount matrix to prevent sale of an item or group of items to a set customer or group of customers.  This may be required where a product is not for sale in particular territories or is restricted... Read More
Additional Display Options for Nominal / Cashbook Enquiry
Viewed 2062 times since Fri, Oct 26, 2012
Datafile Software Additional Display Options for Nominal / Cashbook Enquiry The Ledger Enquiry facilities for the Sales, Purchase, Stock and Job enquiries allow options to set the transaction grid to display the different transaction types in... Read More
Display Price Item Names
Viewed 2048 times since Fri, May 20, 2016
Within Discount Matrix maintenance and Order / Invoice entry procedures <F4-Select> is available on the price number and price inputs to view the set prices on the Stock record for the selected item.  This facility uses standard text for the... Read More
Data Interchange - Import Large Text Strings
Viewed 2045 times since Fri, Oct 26, 2012
Datafile Software Data Interchange - Import Large Text Strings The maximum data item size for text within Datafile is 64-characters which requires, if importing large text strings, pre-processing outside of Datafile to split the text into... Read More
Document Reprint - Select Multiple Documents
Viewed 2041 times since Mon, Nov 25, 2013
Datafile Software Solutions Document Reprint - Select Multiple Documents The Sales Account Ledger Enquiry can hold copies of application documents such as invoices, credit notes and statements. Purchase Ledger and Payroll (Employee) enquiry... Read More
Screen / Spool Report Hyperlinks
Viewed 2021 times since Tue, Jun 12, 2012
Datafile Software Screen / Spool Report Hyperlinks This new feature, available when send application reports and documents to screen or spooler, highlights account codes and order references and allows you to click the code/reference and brings... Read More
Ledger Enquiry / Display Notes by Department
Viewed 2016 times since Mon, Jun 11, 2012
Datafile Software Ledger Enquiry / Display Notes by Department The Ledger Enquiry allows notes to be recorded against the enquiry record. Over time these notes build up and some of these notes will not be relevant for initial view when... Read More
Second Stock Group Matrix Entries
Viewed 2004 times since Fri, May 27, 2016
Diamond and Premier Only When grouping stock items you may end up analysing over more than one criteria – you may have separate analysis entries for the product type and a second analysis based on product supplier.Within Stock Control you can... Read More
Default Printer / Tray Settings
Viewed 1992 times since Wed, Jun 13, 2012
Datafile Software Default Printer / Tray Settings This new feature allows the ability to set the default printer and tray to use within document design (only in the improved designer introduced last update). On the ‘Format’ pull-down... Read More
Call Individual Report Generator Option
Viewed 1988 times since Tue, Jun 12, 2012
Datafile Software Call Individual Report Generator Option The Report Generator is a simple reporting tool that allows for the creation of up to 999 reports against the application and other databases. Release 5.8 introduced options to call the... Read More
Print Database Structure
Viewed 1982 times since Mon, Jun 11, 2012
Datafile Software Print Database Structure During system maintenance it can be useful tool to print the database structure which details the data item names and types within the system. Where Table Items and Constant Values (both as an item type... Read More
Which Price Matrix Entries
Viewed 1975 times since Fri, May 20, 2016
The Discount Matrix has an facility where instead of a single discount item you can have a series of up to four discount settings that are applied in turn when calculating the value of the order line – you might for example have 10% discount for... Read More
Analysis Databases for History / Details Enquiry Options
Viewed 1955 times since Fri, Oct 26, 2012
Datafile Software Analysis Databases for History / Details Enquiry Options The Sales/Purchase and Sales/Purchase Order Ledger Enquiry facility allows the option to link to a History and Detail database. These are databases which, in the case of... Read More
Route Map Links
Viewed 1953 times since Tue, Jun 12, 2012
Datafile Software Route Map Links An existing feature allows you to link to the MULTIMAP or STREETMAP websites to view the location of a customer/supplier based on the post code on the current account. New in Release 6.2 this has been extended... Read More
User Help Notes
Viewed 1949 times since Fri, Jun 8, 2012
Datafile Software User Help Notes On the Help pull-down menu off the main Datafile toolbar the system allows the facility for Help Manuals and User Help Manuals. The Help Manuals option lists any PDF files, including the Datafile supplied... Read More
F4-Search - Default Item
Viewed 1926 times since Fri, Jun 8, 2012
Datafile Software F4-Search - Default Item  When you press <F4-Select> the system defaults to the first search item (the prime index); if the operator switches the search to one of the secondary index or extra selection items then the... Read More
Save Email Attachments Separately
Viewed 1921 times since Fri, Jun 8, 2012
Datafile Software Save Email Attachments Separately The Ledger Enquiry allows, when using Outlook as your mail client, the facility to send an email from the enquiry record and save the email against the record for later review/enquiry. In... Read More
Update Job Record within Enquiry
Viewed 1919 times since Tue, Jun 12, 2012
Datafile Software Update Job Record within Enquiry Datafile Premier Users can select to update the Sales or Purchase Account record on the Ledger Enquiry screen itself rather than linking to the Update Account procedure within the Sales Ledger.... Read More
Large File Sizes
Viewed 1915 times since Mon, Jun 11, 2012
Datafile Software Large File Sizes Database files and saved document files within Datafile have a maximum file size of 2GB.With the increase in database size on previous releases (doubling the maximum items per database to 320 and the maximum... Read More
Application Graphs on Main Toolbar
Viewed 1910 times since Tue, Jun 12, 2012
Datafile Software Application Graphs on Main Toolbar The main toolbar, and the Utilities panel within the Ledger Enquiry, allows for selected applications a GRAPH tool that displays selected values from the current record.No specific authority... Read More
Reports on Desktop - Allow Additional File Types
Viewed 1898 times since Mon, Jun 11, 2012
Datafile Software Reports on Desktop - Allow Additional File Types The ‘Reports’ option on the Desktop, usually listed in the MEMO pull-down menu, display a list of pre-defined ‘text’ files within the general Datafile... Read More
Event Logging - Record Deletion
Viewed 1896 times since Wed, Sep 21, 2016
The system maintains an event log file – SYSEVENT.DAT – that includes details such as file expansions, period ends, etc. This release now adds logging for the deletion of records from the database. Where an individual record is removed the... Read More
Select Enquiry
Viewed 1894 times since Tue, Jun 12, 2012
Datafile Software Select Enquiry The Ledger Enquiry interface introduced in the last update uses the mouse to swap between applications – the default enquiry being the top entry (sales ledger) and then use mouse to swap to purchase etc, the... Read More
Application Utilities Panel - Allow Scans Enquiry
Viewed 1879 times since Fri, Jun 8, 2012
Datafile Software Application Utilities Panel - Allow Scans Enquiry Within the Ledger Enquiry the CRM panel allows the ability to create new and view existing scanned files for the enquiry record. This facility has now also been added to the... Read More
Additional Features for Database Plus Enquiries
Viewed 1879 times since Fri, Jul 21, 2017
Additional Features for Database Plus Enquiries   Database Plus allows for enquiry actions to view Master/Detail databases – this might allow additional enquiry tools against the Sales Ledger / Sales Order files etc. or your own application... Read More
Increase History List to Ten Items
Viewed 1879 times since Tue, Jun 12, 2012
Datafile Software Increase History List to Ten Items Each enquiry records the list of the last five access records in a ‘history’ panel at the top left of the enquiry screen, following feedback from users the number of items included... Read More
Alternate Panels in Ledger Enquiry
Viewed 1873 times since Tue, Jun 12, 2012
Datafile Software Alternate Panels in Ledger Enquiry The Ledger Enquiry options for each application has two panels at the foot of the screen – the left hand panel displaying any notes for the current enquiry record, the right hand panel... Read More
4K Record Size Limit
Viewed 1872 times since Wed, Jun 13, 2012
Datafile Software 4K Record Size Limit In conjunction with the doubling of the number of data items allowed per database there is also a doubling of the maximum record size per database. Maximum record size has been increased from 2K per record... Read More
Default Transaction Filters
Viewed 1869 times since Tue, Jun 12, 2012
Datafile Software Default Transaction Filters When performing a transaction enquiry there are option filter options where multiple types of record are displayed.As an example the Sales Account enquiry allows filter options on the transaction... Read More
Email Search Option
Viewed 1863 times since Mon, Jun 11, 2012
Datafile Software Email Search Option Release 6.0 allowed users of Outlook 2003 and Outlook 2007 to save emails against a main application record – i.e. the sales account, purchase order, etc. – within the Ledger Enquiry. Over time these... Read More
Data Interchange Omit First Row from Import
Viewed 1852 times since Fri, May 27, 2016
CSV files will sometimes contain column headings on the first row.  This new feature allows for the first row to be ignored from the import.   Omit First Line from Input – set to omit the first row of the CSV from import into the DFD... Read More
User Help Files
Viewed 1851 times since Mon, Jun 11, 2012
Datafile Software User Help Files The ‘Help’ pull-down menu at the top of the screen within Datafile contains an option Help Manuals which lists the standard Datafile Software manuals. In developing procedures for your system you may... Read More
T-Table Description as Data Item
Viewed 1851 times since Wed, Jun 13, 2012
Datafile Software T-Table Description as Data Item When showing table items on screen the system shows the value followed by the text description associated with it. When showing on reports / documents then generally only the value is shown,... Read More
Company Specific Menus
Viewed 1851 times since Wed, Jun 13, 2012
Datafile Software Company Specific Menus When using multi-application companies you may find that some options are not applicable in that company or that you need to add a reporting option but that is only applicable for one of the companies.... Read More
Additional Filter Option on Stock Transaction Enquiry
Viewed 1843 times since Tue, Jun 12, 2012
Datafile Software Additional Filter Option on Stock Transaction Enquiry This new feature adds filter option for the customer / supplier account when enquiring on the transactions, sales or purchase order detail lists off the Stock Ledger Enquiry... Read More
F4 Search - Default Search Method
Viewed 1838 times since Fri, Jun 8, 2012
Datafile Software F4 Search - Default Search Method When you press <F4-Select> the system allows you to enter search filters based on the prime-index of the database, any set secondary indexes on the database and, if Premier, any set extra... Read More
Additional Price Checker Options
Viewed 1838 times since Mon, Jun 11, 2012
Datafile Software Additional Price Checker Options The Price Checker is a useful tool to display the price charged to a particular customer for a selected stock item taking into account the customers’ price band, any matrix entries and any... Read More
Print Scans to PDF
Viewed 1834 times since Mon, Jun 11, 2012
Datafile Software Print Scans to PDF The options to view scans – either via the Scans link on the Ledger Enquiry or when viewing a scanned purchase invoice – allow you to print the scanned document to a printer but didn’t allow you to... Read More
Ledger Enquiry CRM Authority Levels
Viewed 1826 times since Mon, Nov 25, 2013
Datafile Software Solutions Ledger Enquiry CRM Authority Levels Within the Ledger Enquiry CRM options are available that allow you to save and record emails (subject to the mail client), word documents, notes, scans and contacts against each... Read More
Order Enquiry - Allow Label Print from Order Details
Viewed 1821 times since Mon, Jun 11, 2012
Datafile Software Order Enquiry - Allow Label Print from Order Details The CRM Ledger Enquiry allows you to link to Report Generator Labels for the main application database—i.e. the Sales enquiry links to labels for the Sales Account, the... Read More
Automatically Display Linked Files - Allow Items from Lookup Database in History/Details List - Link to BOM Detail Pick List
Viewed 1820 times since Fri, Jul 21, 2017
Automatically Display Linked Files   The Ledger Enquiry applications allow the facility to link to files such as word documents, images, pdfs, spreadsheets etc.  This new feature allows for the system to automatically display up to three... Read More
Display Menu Name on Right-Click Configure
Viewed 1819 times since Wed, Jun 13, 2012
Datafile Software Display Menu Name on Right-Click Configure If signed on as the SYSTEM user-id or, if Premier, signed on as a user configured for the Installer Desktop, then on menu-options you can right-click and select to configure the... Read More
Sub-Items Break on Character
Viewed 1807 times since Wed, Jun 13, 2012
Datafile Software Sub-Items Break on Character Sub-Items allow you to break an existing data item into smaller parts – for example taking the first three-characters of an account code. The sub-item is defined by selecting the data item it is... Read More
Custom Page Sizes
Viewed 1797 times since Wed, Jun 13, 2012
Datafile Software Custom Page Sizes This new feature allows the ability to use custom page sizes within the document design (using the improved designer released on the last update). Within the ‘Paper Size’ pull down a new option is... Read More
Improvements to Application Reports
Viewed 1796 times since Wed, Jun 13, 2012
Datafile Software Improvements to Application Reports Last year we added options to the application reports to allow setting of page orientation, margin(s) and fonts. However, you were restricted to non-proportional fonts such as Courier New... Read More
Swap Application Enquiry at Transaction Level
Viewed 1792 times since Tue, Jun 12, 2012
Datafile Software Swap Application Enquiry at Transaction Level When enquiring on a Sales Account you can swap to enquiring on another application enquiry – purchase, nominal, etc. – by using the mouse to click the menu option on the left of... Read More
Application Reports - Save PDF Copy to Folder
Viewed 1791 times since Mon, Nov 25, 2013
Datafile Software Solutions Application Reports - Save PDF Copy to Folder This new feature is an extension of the earlier option where Period End Reports for the Sales, Purchase and Stock applications can be saved to a folder retaining a copy... Read More
Validate Account and Stock Groups Entries
Viewed 1785 times since Fri, May 27, 2016
When using Account Groups and Stock Groups on the Discount Matrix the system can be configured using either N-type items or T-items on the Account and Stock files for the group data items.  N-type items allow the entry of a value from 0-9999 but... Read More
Label Printing
Viewed 1780 times since Wed, Jun 13, 2012
Datafile Software Label Printing This feature brings a major improvement in the label design process in that you can now control font and size for both data and text items and insert bitmap images, such as a logo, at designated positions giving... Read More
Application Memo Options
Viewed 1780 times since Tue, Jun 12, 2012
Datafile Software Application Memo Options When editing a memo and adding new comments it can be helpful to ‘mark’ the new section with the user who updated the note and date/time it was edited. This new feature inserts text at the... Read More
Selection Criteria Range ‘Value’ Input
Viewed 1777 times since Fri, May 27, 2016
Datafile 2015 onwards only When entering selection criteria the Range type prompts for a ‘from/to’ value but allowed a maximum input of ten characters in each input this has now been increased to sixteen characters.  ... Read More
Help Bubble Display Size
Viewed 1760 times since Fri, Jun 8, 2012
Datafile Software Help Bubble Display Size As you move around the applications the system can display a help bubble at certain points at the bottom right of the screen showing additional information. This can range from displaying the last... Read More
Additional Options for History / Analysis Enquiries
Viewed 1760 times since Fri, Oct 26, 2012
Datafile Software Additional Options for History / Analysis Enquiries The Sales/Purchase and Sales/Purchase Order Ledger Enquiry facility allows the option to link to additional databases for enquiry. These are databases which, in the case of the... Read More
Extra 160 Items per Database
Viewed 1758 times since Wed, Jun 13, 2012
Datafile Software Extra 160 Items per Database From Release 5.9 each database in the system will allow up to 320 data items – doubling the existing availability of 160. No specific changes are required to enable these items other than the... Read More
Reprint Options when Report to Screen
Viewed 1757 times since Fri, Jun 8, 2012
Datafile Software Reprint Options when Report to Screen If print a report to screen then options were available for subsequent reprint to printer, PDF or email but you couldn’t re-print the report to the spooler or to Word (Text Document... Read More
Report Generator - Application Reports
Viewed 1689 times since Wed, Jun 13, 2012
Datafile Software Report Generator – Application Reports The Report Generator is a useful tool that allows up to 999 reports to be created on various application files throughout the system. Some users have requested the facility to run an... Read More
Alternate Image Viewer
Viewed 1672 times since Mon, Nov 25, 2013
Datafile Software Solutions Alternate Image Viewer Of particular use within Stock Control or Payroll, but available for all main application databases, is the option to link an image to the database record. This image can then be viewed using... Read More
Application Pick Lists - Apply Colour Highlighting Rules
Viewed 1663 times since Wed, Sep 21, 2016
Diamond and Premier 2016 Only This facility allows the facility to apply colour highlighting rules to the application pick lists. You could apply colour highlights to (say) sales orders where the delivery date is today, purchase orders which are... Read More
Ledger Enquiry – Update Sales / Purchase Accounts
Viewed 1661 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – Update Sales / Purchase Accounts This new feature allows you to update the sales or purchase account you are currently enquiring upon.Primarily intended for update of contact details you can update any item... Read More
Ledger Enquiry Links to Discount and Supplier Matrix
Viewed 1654 times since Fri, May 20, 2016
Diamond and Premier Datafile 2015 onwards only Release 6.7 introduced a ‘List Matrix’ option within the Discount and Supplier Matrix tools that allowed entry of combinations of account code/group and stock code/group to list all the... Read More
Table Maintenance
Viewed 1555 times since Mon, Nov 25, 2013
Datafile Software Solutions Table Maintenance The Table Maintenance options within Datafile have had additional actions added to improve maintenance when there are a large series of analysis items. The actions available include:  NEXT /... Read More
Automatic Sign-Off If Inactive
Viewed 1494 times since Fri, May 27, 2016
Datafile 2015 onwards only Where operators leave their pc unattended the option is available to activate a ‘pause’ screen after a set period of inactivity – when activated this requires the entry of the operators password to re... Read More
Landing Grids
Viewed 1468 times since Mon, Jun 26, 2017
As part of the Datafile 2017 the Landing Grids have been enhanced to add additional features and user flexibility.        Overview   On initial open of an application the system will retain the existing... Read More
Allow Four Application Enquiry Screens
Viewed 1441 times since Fri, May 20, 2016
Datafile 2015 Premier onwards only The Ledger Enquiry tool allows the definition of two enquiry screens for each of the applications, allowing <Page-Up> and <Page-Down> to move between the two screens.This release extends the enquiry options... Read More
Extra Secondary Indexes
Viewed 1401 times since Wed, Sep 21, 2016
Premier Only When using F4-Select the system allows you to search on a primary key or two secondary indexes. In addition Premier users can define up to search extra search items. Whilst the primary and secondary index searches are fast searches the... Read More
Application Enquiry Screen Tabs
Viewed 1360 times since Wed, Sep 21, 2016
Premier 2016 Only The Ledger Enquiry allows for up to four enquiry screens to be configured per application with navigation between screens via use of the <Page-Up> and <Page-Down> keys. This new feature allows for screen tabs to be... Read More
Ledger Enquiry – New Label Print Option
Viewed 1276 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – New Label Print Option This new feature allows you to link the Ledger Enquiry to a Report Generator label print and produce a label for the currently selected record. Typically, this would be of primary use... Read More
Ledger Enquiry – New Clipboard-Plus Option
Viewed 1244 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – New Clipboard-Plus Option Previously Premier users have been able to copy the name and address from a customer or supplier account record to the Windows Clipboard for pasting into (say) Word documents or... Read More
Microsoft Office Links 2018
Viewed 1191 times since Thu, Jun 18, 2020
A new Datafile add-in is available with additional features in the links between Datafile and Microsoft Office. The add-in, available for use for users on Datafile 2018 with the Datafile Excel RTD Add-In, allows for links back from Excel... Read More
Data Visualisations
Viewed 1155 times since Thu, Jun 18, 2020
This new application builds on the Landing Pages facilities to allow a tabbed view of the application data with different filter criteria, and allows various charting and analysis views against each ‘record set’.   Multiple Record... Read More
Ledger Enquiry – Print Sales / Purchase Account Statement
Viewed 1125 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – Print Sales / Purchase Account Statement This new feature allows you to print a statement for the currently selected sales / purchase account. Selecting the STATEMENT button available on the Action toolbar at... Read More
Ledger Enquiry – Zoom to Account from Order Enquiry
Viewed 1113 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – Zoom to Account from Order Enquiry This new feature adds an ACCOUNT button to the Sales and Purchase Order Ledger Enquiry options allowing you to move to the sales/purchase account enquiry for the account the... Read More
Sales / Purchase – Transactions to be Displayed
Viewed 1097 times since Tue, Jun 12, 2012
Datafile Software Sales / Purchase – Transactions to be Displayed The development of the Ledger Enquiry in Release 6.0 to include CRM facilities resulted in the merging of the previously separate enquiry options for Transactions, Retained... Read More
Ledger Enquiry – Improved Scans Option
Viewed 1065 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – Improved Scans Option The SCANS option replaces the FILES option that was previously available and improves upon it.In addition to adding scans against the record you can now view, print, delete existing... Read More
Application Memos – Warning or Note
Viewed 1054 times since Wed, Jun 13, 2012
Datafile Software Application Memos – Warning or Note When you add a memo to an account (or other application record) then every time you access that account the memo is displayed for review. If the memo was intended as a note then it can... Read More
Ledger Enquiry – New Notes Option
Viewed 1017 times since Wed, Jun 13, 2012
Datafile Software Ledger Enquiry – New Notes Option This new feature allows for the addition of ‘notes’ against the selected record. You can have as many notes as you like and the content of the note is yours to control – you may... Read More
Pre-Defined Criteria - $USER for Current User Id
Viewed 998 times since Thu, Jun 18, 2020
Datafile 2018 and above When setting up reports, pick lists or landing pages it can be useful to restrict the records listed to those for which the user is the "owner”.  You could allow the user to amend the criteria and set their own user... Read More
Word Wrap in Multi-Line Text Inputs
Viewed 914 times since Thu, Jun 18, 2020
Datafile 2018 and above Often in Datafile you will have a series of consecutive text input items which flow content from one line to another – stock descriptions, additional notes in Order Processing, etc. As these items are entered and... Read More
Bar Code Printing
Viewed 898 times since Mon, Jan 6, 2020
In V20 the option is available to define data item prints to show as a bar code (Code 39 format) rather than applying a font setting for this item. This has the benefit of allowing print to PDF in V20 where some of the internet fonts for this item... Read More
Landing Pages - Additional Options
Viewed 840 times since Wed, Jun 17, 2020
From Datafile 2018 a new Landing Page tab is available on the Datafile ribbon.  This tab includes access to the filter, summary and properties of the landing page but also allows some additional features.     The new options available... Read More
User-Definable Ledger Enquiry Applications Extended
Viewed 833 times since Wed, Jun 17, 2020
Initially introduced in Release 6.2, this feature expanded the Ledger Enquiry tool to allow up to two user-definable applications to be created that can be accessed via the <Alt>+<L>.    These applications could be based on a... Read More
Password Security
Viewed 829 times since Thu, Jun 18, 2020
Each Datafile user has the option for a password when log-on.  This password can be any length from 0 to 10 characters.  This password is then retained indefinitely (until it is changed).   This new feature allows additional settings... Read More
Landing Pages - Copy Configuration between Users
Viewed 818 times since Thu, Jun 18, 2020
With the increased flexibility of landing pages – allowing users to sort and group data, filter content and to include their own data items – then a desirable requirement is to copy the configuration from one user to a new user, or to existing... Read More
Ledger Enquiries – Application Web Links
Viewed 603 times since Wed, Jun 17, 2020
This new feature allows the ability to launch your web browser from the Ledger Enquiry passing a hyperlink populated with content from the current enquiry record.    This allows options such as linking to Experian/Risk Disk Business Credit... Read More
Pick Lists – Saved Selection Criteria
Viewed 567 times since Thu, Jun 18, 2020
Datafile 2018 and above The Application Pick List options allow the option to pre-define selection criteria and to allow amendment of the criteria at run-time.  This new feature extends the ‘saved selection criteria’ options that are... Read More
Microsoft Office Links
Viewed 287 times since Thu, Sep 4, 2014
Datafile Software Solutions Microsoft Office Links The improved links to Microsoft Word and Outlook are only applicable for users using the XP, Vista or Server 2003/2008 operating systems together with the Microsoft Office 2003 / 2007 packages. ... Read More
Emails in HTML Format (Outlook 2007) 2
Viewed 257 times since Thu, Sep 4, 2014
Datafile Software Solutions Emails in HTML Format (Outlook 2007) When you create an email from Datafile, whether it is the printout of a report, a statement / invoice document, or create a new email from the Ledger Enquiry the system uses MAPI... Read More
Landing Pages - Calculated Field Options
Viewed 56 times since Thu, Oct 24, 2024
The Datafile database structures allow various calculated field option that can be included within a database – adding, subtracting, multiplying, and dividing other data item values. This requires restructuring the database and defining a formula... Read More
Warehouse Tablet - Sales Order Pick Note Image Capture
Viewed 53 times since Thu, Oct 24, 2024
The Datafile Warehouse Tablet software also receives new features with this release. The Warehouse tablet is a ‘lite’ version of the Datafile Software to use within a warehouse environment using a Windows Tablet and provides options for... Read More
Ledger Enquiry - Sales and Purchase Invoice Documents
Viewed 46 times since Tue, Oct 15, 2024
The Sales and Purchase enquiry have an option to view the saved documents for the account.Historically only invoice documents could be saved. Over the years this function has been extended to allow for quotes, order acknowledgements, delivery notes,... Read More
Ledger Enquiry - Additional History Enquiry Databases
Viewed 45 times since Tue, Oct 15, 2024
The History database is a user-definable enquiry database that can be configured for display against selected applications. The Sales Ledger, for example, allows for two history databases to be defined – the key is that the history database must... Read More
General System Options - Email Address Format Validation
Viewed 45 times since Thu, Oct 17, 2024
Within the Datafile system you may have items allocated as email addresses for use when raising documents for statements, order acknowledgements and invoices. You may also have emails recorded for sales and/or purchase contacts. Within Datafile these... Read More
Ledger Enquiry - Alternate Link Item for History Databases
Viewed 44 times since Tue, Oct 15, 2024
The History databases on the Ledger Enquiry match based on the primary enquiry index – to link to a history database on the sales enquiry you need a data item holding the sales account code, the stock enquiry on the stock code and so on. New in... Read More
General System Options - My Reports
Viewed 43 times since Thu, Oct 17, 2024
As you print reports to PDF, Excel, or Word within the system these files are created and stored within a folder for your user-id. A new option, My Reports, is available on the ribbon and allows you to recall and view these reports once the PDF... Read More
General System Options - Copy a User Id
Viewed 42 times since Thu, Oct 17, 2024
When creating a new user logon for the Datafile system various parameter settings are available the control how the user accesses the system including default company, default menu and authority level settings. In many cases a new user will need the... Read More
Landing Pages - Rolodex Filter
Viewed 41 times since Thu, Oct 17, 2024
The new Rolodex option available on Landing Pages compliments the already extensive search functions available. Any field from the database can be selected as the anchor and the Rolodex letters and numbers can then be used as filters. To enable the... Read More
General System Options - Increased No of Saved Selection Criteria
Viewed 41 times since Thu, Oct 17, 2024
When the system prompts to ‘Specify Any Selection Criteria’ when printing a report or choose a pick list option you will often have a label ‘Previous Criteria’ that allows you to save and recall criteria that use frequently. ... Read More
Landing Pages - Multi-Search Option
Viewed 40 times since Tue, Oct 15, 2024
The Find function on the Landing Page allows you to quickly filter the list to those key records based on matching the text in the Find search to displayed records on the landing page. The find works based on matching the entered text to any column... Read More
General System Options - List of Users Database
Viewed 39 times since Tue, Oct 15, 2024
Within the Datafile system configuration options have often been set to allow for assignment of a Datafile user to a record – whether that is, for example, an option in Sales Order entry to assign a ‘Order Taker’ or to allocate a line... Read More
Digital Signatures - Increase No of PDF Form Items
Viewed 38 times since Thu, Oct 17, 2024
For Datafile 2021 we added the additional application Digital Signatures. This added the ability to add PDF Form Fields to your Sales and Purchase Order Processing documents meaning that you could send a quote to a customer and ask them to update the... Read More
Digital Signatures
Viewed 37 times since Tue, Oct 15, 2024
Traditionally users send Quotes or Order Acknowledgements by email as PDF attachments. The recipient will then print them out, sign them, scan them back in and email back. When the user receives them back, they print them out, file them with the rest... Read More
Ledger Enquiry - Copy Enquiry Screen Setup
Viewed 37 times since Thu, Oct 17, 2024
Datafile 2020 added the option to Ledger Enquiry ‘detail’ grids the Field Chooser options that allow you to add/remove data items from the grid, customising the detail shown for individual users like the Landing Page options field chooser... Read More
Landing Pages - Include Filtered Records in Count
Viewed 36 times since Tue, Oct 15, 2024
When using selection criteria to restrict the records displayed or configured for salesperson filters then the system applies the ‘Maximum Records to Display’ counter to the results of the search. This means on larger data sets where the... Read More
Warehouse Tablet - Order Header and Order Detail Confirm Items
Viewed 36 times since Wed, Oct 23, 2024
The Datafile Warehouse Tablet software also receives new features with this release. The Warehouse tablet is a ‘lite’ version of the Datafile Software to use within a warehouse environment using a Windows Tablet and provides options for... Read More
Landing Pages - Fast Sort Record Selection
Viewed 36 times since Tue, Oct 15, 2024
When using the Landing Page against larger data sets then options to bring in the last X thousand records added can be used against Sales Order, Purchase Order or Works Order landing pages to speed up processing and display. On these applications the... Read More
Ledger Enquiry - Increased No of Stock Location Pick Items
Viewed 35 times since Thu, Oct 17, 2024
If using multi-location stock one of the options in the Ledger Enquiry allows you to display a list of stock data from other locations allowing you to view, for example, stock availability in other locations. This new feature increases the number of... Read More
Landing Pages - Sorting and Grouping on Table Items
Viewed 35 times since Thu, Oct 17, 2024
The Landing Pages allow you to filter, group and sort the data on any column within the display. When using table items the system sorts and groups on the table item description. In the example above sorting on the description means that &lsquo... Read More
General System Options - Hide Post/Collect Messages Options
Viewed 35 times since Thu, Oct 17, 2024
A long-standing feature of the Datafile software system has been the ability to send other users on the Datafile system a message – the receiver then being notified of the message on their next action within the Datafile system. This option... Read More
Advanced Alerts
Viewed 34 times since Tue, Oct 15, 2024
Setting Alerts within the system that trigger events such as sending emails, updating notes and data items has been popular with users. This new Advanced Alerts application provides for wider interaction with Office 365 and the Datafile CRM... Read More
Ledger Enquiry - Display Stock Locations in Enquiry Panel
Viewed 34 times since Tue, Oct 15, 2024
When using Location Stock, the Ledger Enquiry for Stock Records allows a Location option to display selected items for the stock record in other locations. This new feature allows you to display the other locations within the Stock Alternate Enquiry... Read More
Landing Pages - Edit Data Items from Landing Page
Viewed 34 times since Tue, Oct 15, 2024
Viewing records on a landing page allows you to see easily where you have ‘missing’ data – for example when viewing customer records seeing who you do not have an email address for statements and invoices, who you do not have an account... Read More
Landing Pages - Link to Associate Files for Extra Applications
Viewed 34 times since Wed, Oct 23, 2024
Within the Ledger Enquiry an option ‘Associate Files’ is available. This is a folder that can act as a repository for scans, word documents, emails and so on that are linked to the enquiry record – for example a sales account. Datafile... Read More
Ledger Enquiry - Nominal Enquiry Transaction Panel
Viewed 33 times since Thu, Oct 17, 2024
Within the Ledger Enquiry the left and right panel options can be configured to display linked notes, emails, and scans against the account – they can also be configured to display transactions. With most databases there is a single ‘linking... Read More
Landing Pages - Check for Refresh Every X Minutes
Viewed 32 times since Tue, Oct 15, 2024
When displaying filtered landing pages, perhaps showing which orders are available for despatch, or using data visualisation tools to show then users may stay on an option without actively processing meaning the displayed records/values do not update... Read More
Landing Pages - Field Chooser Display Sequence
Viewed 30 times since Wed, Oct 23, 2024
When using the field chooser options to add a data item to the list within the Landing Page or the Ledger Enquiry the data items are listed in item number order by default.From this update you can select to list these items on an item name basis. ... Read More
General System Options - My Favourites
Viewed 30 times since Thu, Oct 17, 2024
As part of a user’s role there may be several key options that they require to have simple and straightforward access to – the option to add a new sales order/quote, update a stock record, post a receipt or payment, etc. Users can select the... Read More
General System Options - Set ‘From’ Email Account
Viewed 29 times since Thu, Oct 17, 2024
When sending emails from Microsoft Outlook the option is available to choose the ‘From’ account – typically this is your own account, but you may have general group email accounts that you wish to use instead. When sending emails from... Read More
Landing Pages - Ledger Enquiry and Landing Page Date Formats
Viewed 28 times since Wed, Oct 23, 2024
When dates are displayed on the landing page or ledger enquiry the system takes the display format from the user’s pc profile. For most users this is all that is required – the format on the user’s profile having been set to UK (DD/MM... Read More
Landing Pages - Company / Key-Item Selection
Viewed 28 times since Tue, Oct 15, 2024
Within menu designs the option is available to swap to a particular company when select an action – this option has now been added to the main application and ProFiler landing pages. Similarly, ProFiler applications allowed for the nomination of... Read More
Landing Pages - Expand and Collapse All Groups
Viewed 28 times since Thu, Oct 17, 2024
The Landing Pages allow you to group records listed by an item on the landing page. You could, for example, group a Sales Accounts landing page by an Analysis category or a Region value – displaying totals for each category. When you create a... Read More
Warehouse Tablet - Goods Received Image Capture
Viewed 22 times since Wed, Oct 23, 2024
The Datafile Warehouse Tablet software also receives new features with this release. The Warehouse tablet is a ‘lite’ version of the Datafile Software to use within a warehouse environment using a Windows Tablet and provides options for... Read More
Ledger Enquiry - Prevent Auto Close of Associated File Folder on Enquiry
Viewed 20 times since Wed, Oct 23, 2024
Within the Ledger Enquiry an option ‘Associate Files’ is available. This is a folder that can act as a repository for scans, word documents, emails and so on that are linked to the enquiry record – for example a sales account. When you... Read More
Warehouse Tablet - Show Stock Image on Enquiry
Viewed 19 times since Wed, Oct 23, 2024
The Datafile Warehouse Tablet software also receives new features with this release. The Warehouse tablet is a ‘lite’ version of the Datafile Software to use within a warehouse environment using a Windows Tablet and provides options for... Read More
Ledger Enquiry - Application Panels – Allow Up to Ten Items / Faster Display
Viewed 12 times since Tue, Oct 15, 2024
With the options to expand the screen size for ledger enquiry screens the option is now available to include additional items within the transaction panel display areas beneath the enquiry screen. Up to ten items can now be listed within each panel. ... Read More
General System Options - D02.DFD – Include Sales and Purchase Order Authorisation Limits
Viewed 10 times since Thu, Oct 17, 2024
The D02.DFD, introduced in Datafile 2021 release, allows the system to maintain a database of users for the Datafile system and to carry additional information such as email addresses, job titles, contact information and address details. As part of... Read More
Ledger Enquiry - History DFDs – Link to Other Applications
Viewed 9 times since Tue, Oct 15, 2024
The History database is a user-definable enquiry database that can be configured for display against selected applications. As part of the link definitions existing options allowed you to link from the history database to another application but this... Read More
Landing Pages - Filters – Context Sensitive or Global
Viewed 9 times since Thu, Oct 17, 2024
On the Landing Page against each data item is a filter option that lists the unique values for that value. For example, on an Order Processing landing page the filter on the account code would list the unique accounts codes used and available for... Read More
Menu Design – Revert to Original Company
Viewed 7 times since Tue, Oct 15, 2024
As part of the menu design functionality the option exists to force the user into a particular application company when they select that menu option. When they exit from that option, however, the user remains in that company meaning that users must... Read More
Landing Pages – Data Item Aliases
Viewed 6 times since Wed, Oct 23, 2024
When using the landing page, the column headings are based on the data item name label within the Datafile database structure. Data Item Names are however limited to 13 characters. For the most part this is sufficient for users to interpret the data,... Read More
General System Options - Application Pick Lists – Default Action on <Enter>
Viewed 6 times since Thu, Oct 17, 2024
The Application Pick Lists options available for selected applications allows for several actions you can trigger against each record in the list. The Sales Ledger pick list below allows options for Enquiry, Zoom, Update, Edit and Excel. By... Read More