Difference between revisions of "What does document history show me?"
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== See also == | == See also == | ||
| − | |||
* [[How do I reprint an invoice?]] | * [[How do I reprint an invoice?]] | ||
* [[How do I view sales or purchase turnover for a period?]] | * [[How do I view sales or purchase turnover for a period?]] | ||
| + | * [[How do I cleardown customer or supplier transaction history?]] | ||
| + | * [[What does document history show me?]] | ||
| + | * [[How do I call up the CRM?]] | ||
| + | * [[How do I view customer or supplier transaction history?]] | ||
{{KB_Tags|reprint, re-print, invoice, history, document, view history, document history, archived, archive, find invoice, find credit, transaction, credit, copy, copy invoice, turnover, search by amount}} | {{KB_Tags|reprint, re-print, invoice, history, document, view history, document history, archived, archive, find invoice, find credit, transaction, credit, copy, copy invoice, turnover, search by amount}} | ||
{{FAQ}}{{How}}{{KB_SL}}{{ZN_Admin}} | {{FAQ}}{{How}}{{KB_SL}}{{ZN_Admin}} | ||
Revision as of 13:04, 6 October 2022
Summary
All Sales and Purchase transactions are accessible from Document History. You can view and reprint invoices, view transaction details and output a list to file.
More Information
Go to " Reports & Settings Document History View Document History".
- The various search fields will help you find the required information:
- At "Account" select the ledger from the drop down: 'S' for Sales Ledger/Customers or 'P' for Purchase Ledger/Suppliers.
- Choose a specific "Account" or leave blank for all.
- Choose the "Type" of transaction or select 'All'.
- Enter a date range if you wish.
- Click [Search].
- Once on screen you can press <Shift+F2> to view the document details or, for documents produced from Platinum, press <F6/S-F6> to view or reprint a document.
- You can also press <Ctrl+P> to output the results to Excel.
 | To see the turnover for a specific customer, supplier or for the whole ledger choose 'Invoices/Credits' then enter the date range for the period. |
 | You can also use the screen to search for a document by "Document" number, Sales or Purchase "Ledger" number or even an amount. |
See also
- How do I reprint an invoice?
- How do I view sales or purchase turnover for a period?
- How do I cleardown customer or supplier transaction history?
- What does document history show me?
- How do I call up the CRM?
- How do I view customer or supplier transaction history?
