What does document history show me?

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?
• How do I Un-archive Sales/Purchase Ledger Transactions?
• How do I call up the CRM?
• How do I view customer or supplier transaction history?

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Keywords AND Misspellings

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