Difference between revisions of "What does document history show me?"

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== See also ==
 
== See also ==
* [[How do I view customer or supplier transaction history?]]
 
 
* [[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?]]
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* [[What does document history show me?]]
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* [[How do I call up the CRM?]]
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* [[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


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Keywords AND Misspellings
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