1. User-Defined Reports – Output as XML User-Defined Reports – Output as XML   One of the many uses for a User-Defined report is to create an output text file, usually CSV, in a formatted output for processing in other systems.  For example, users can use this facility to crea... Read More
2. Additional Features for Database Plus Enquiries 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 d... Read More
3. Automatically Display Linked Files - Allow Items from Lookup Database in History/Details List - Link to BOM Detail Pick List 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 l... Read More
4. Connection to SQL Server via ODBC and SQL Log Housekeeping 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 do... Read More
5. Bill of Materials - Copy Back to Sales Order Lines -Issue Components Only - Detail Pick Lists Build Documents - Copy Back to Sales Order Lines   Bill of Materials allows the ability to create Works Order from Sales Order lines for Assembly Stock Items, once the Works Order has been created however the link is only used for reference pur... Read More
6. Sales / Purchase Order Processing - Quick Form Order Generation - Additional Features for Change Order Status Quick Form Order Generation – Apply Cost Checks   Sales Order entry has the ability to validate the selling price of an entered order line against the stock items cost price – warning if below cost and optionally preventing entry without us... Read More
7. Payroll - Employee Assessment for Auto-Enrolment and Set Password by Employee for Emailed Payslips Employee Assessment for Auto-Enrolment   A new option has been added to perform the pension auto-enrolment assessment within the Payroll. This option ties in with the Company Pension Scheme(s) that can be defined within Payroll.   Em... Read More
8. Stock Control - Stock Availability Enquiry Stock Availability Enquiry   When receiving customer enquiries, you may be asked to check the availability of a stock item.  Existing Ledger Enquiry tools allow you to review what’s currently in stock, what’s reserved for custom... Read More
9. Cashbook - Global Transaction References Global Transaction References   When posting Receipts and Payments within the Cashbook then the system has the option to increment references – historically this has been used for paying in slip references for receipts and cheque numbers or p... Read More
10. Contact and CRM Management 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 an... Read More