Difference between revisions of "How do I view customer or supplier transaction history?"
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Tim Laundon (talk | contribs) (New page: {{Incomplete}} == Summary == Occasionally you may want to view transaction history for a customer or supplier. The following article explains how to do this. == In Detail == In the follo...) |
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Occasionally you may want to view transaction history for a customer or supplier. The following article explains how to do this. | Occasionally you may want to view transaction history for a customer or supplier. The following article explains how to do this. | ||
− | == | + | == More Information == |
In the following example, customer transaction history will be used. | In the following example, customer transaction history will be used. | ||
− | + | ||
+ | Go to "Sales Ledger" -> "Customer History". | ||
* At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | * At {{DataPrompt|Customer:}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. | ||
* At {{DataPrompt|Document:}}, type in the document number to view if required, or just press {{KeyPress|F2}} to view all history. | * At {{DataPrompt|Document:}}, type in the document number to view if required, or just press {{KeyPress|F2}} to view all history. | ||
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+ | From here you can also re-view and re-print invoices, and also check document details by pressing {{KeyPress|S-F2}}. | ||
− | {{FAQ}}{{KB_Tags|customer, supplier, history, document, transaction}}{{KB_SL}} | + | {{FAQ}}{{KB_Tags|customer, supplier, history, document, transaction}}{{KB_SL}}{{KB_PL}} |
Revision as of 15:55, 29 June 2009
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Summary
Occasionally you may want to view transaction history for a customer or supplier. The following article explains how to do this.
More Information
In the following example, customer transaction history will be used.
Go to "Sales Ledger" -> "Customer History".
- At "Customer:", type in the customer's account code if known, or search for a customer.
- At "Document:", type in the document number to view if required, or just press <F2> to view all history.
From here you can also re-view and re-print invoices, and also check document details by pressing <Shift+F2>.