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.

Security Settings

To ensure users cannot cleardown Document History (i.e. completely delete the transactions from your system) please check the following settings are in place:

• Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings"
• Enter 'cleardown' at "Search on" and cick [Search].
• Ensure "Cleardown document history" is set to 'Security Level 9 (highest)'.
  • If not, click [Edit] and amend the setting.
• You will also see how the specific user permissions for this field, displayed on the right hand side of your screen.
  • Review the list and ensure they are all set to either 'System security level' or they are set to 'No' (No is our recommended setting).

You cannot amend a user from here so to change user settings please follow the steps in How do I amend an existing user record?. Find the same setting within the [Permissions] tab for each user and change it to 'No'.

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?
• How do I Set Up User Security in Platinum?
• How do I amend an existing user record?

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Keywords AND Misspellings

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