Sales Rep Change on Processed Manual
Web Accounting now allows one to change the Sales Rep on processed invoices and completed quotes.
To make the change you go to the processed document searches.
Invoices
Debtors Module > Analysis > Document History
Quotes
Debtors Module > Analysis > New Quote Search
Find the invoice that you want to change the rep.
Edit the document and go to the section for Sales Rep
You will notice a Question mark next to the Sales Rep
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After clicking on the Question mark, change the rep and click on save
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Sales rep is now updated.
User Audit trail
We keep a user audit log of all changes.
Go to System Configuration > Reports > User Access Report
Search for the user
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Quotes
The same process works for quotes that have been completed