Difference between revisions of "What does document history show me?"
From Catalyst
Katy Kitchen (talk | contribs) (Created page with "{{Review}} == Summary == All Sales and Purchase transactions are accessible from Document History. You can view and reprint invoices, view transaction details and output a li...") |
(Bulk update) |
||
| Line 8: | Line 8: | ||
* The various search fields will help you find the required information: | * The various search fields will help you find the required information: | ||
* At {{DataPrompt|Account}} select the ledger from the drop down: {{DataValue|S}} for Sales Ledger/Customers or {{DataValue|P}} for Purchase Ledger/Suppliers. | * At {{DataPrompt|Account}} select the ledger from the drop down: {{DataValue|S}} for Sales Ledger/Customers or {{DataValue|P}} for Purchase Ledger/Suppliers. | ||
| − | ** Choose a specific {{DataPrompt|Account}} or leave blank for all. | + | ** Choose a specific {{DataPrompt|Account}} or leave blank for all. |
| − | ** Choose the {{DataPrompt|Type}} of transaction or select {{DataValue|All}}. | + | ** Choose the {{DataPrompt|Type}} of transaction or select {{DataValue|All}}. |
| − | ** Enter a date range if you wish. | + | ** Enter a date range if you wish. |
* Click {{Button|Search}}. | * Click {{Button|Search}}. | ||
* Once on screen you can press {{KeyPress|S-F2}} to view the document details or, for documents produced from Platinum, press {{KeyPress|F6/S-F6}} to view or reprint a document. | * Once on screen you can press {{KeyPress|S-F2}} to view the document details or, for documents produced from Platinum, press {{KeyPress|F6/S-F6}} to view or reprint a document. | ||
| Line 16: | Line 16: | ||
{{Tip|text=To see the turnover for a specific customer, supplier or for the whole ledger choose {{DataValue|Invoices/Credits}} then enter the date range for the period.}} | {{Tip|text=To see the turnover for a specific customer, supplier or for the whole ledger choose {{DataValue|Invoices/Credits}} then enter the date range for the period.}} | ||
| − | |||
{{Information|text=You can also use the screen to search for a document by {{DataPrompt|Document}} number, Sales or Purchase {{DataPrompt|Ledger}} number or even an amount.}} | {{Information|text=You can also use the screen to search for a document by {{DataPrompt|Document}} number, Sales or Purchase {{DataPrompt|Ledger}} number or even an amount.}} | ||
Revision as of 06:31, 26 November 2020
 |
This article or section is under review. Be aware: Content may change as the document is reviewed. |
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
