Document History Menu

Creditors Document History
Creditors >Analysis > Document History 

   

 I t’s a record list of creditors completed/processed documents 

 

 

 

 Advance Search Tab 

 

 

 

 Supplier 

 search by selecting the supplier by hitting enter or long search by clicking from the three dots 

 

 

 Date From 

 enter the date from which the history will run from 

 

 

 Document No 

 to search by entering the document 

 

 

 Division 

 to search by selecting the division from the drop down arrow 

 

 

 Document Type 

 allows a user to search by selecting the document from the drop down arrow 

 

 

 Date To 

 to limit the document search by entering the date to 

 

 

 Project 

 to search by selecting the project 

 

 

 Region 

 to search by selecting the region from the drop down arrow 

 

 

 Custom Search Tab 

   

 

 

 Doc Type 

 to select the document type from the drop down arrow and search 

 

 

 Categories 

 to select the category from the drop down arrow 

 

 

 Print Tab 

 

 

 

 Print button 

 to print the selected document 

 

 

 View button 

 to view the selected document 

 

 

 Related button 

 shows accounts involved in a transaction 

 

 

 Print Grid 

 to print creditor’s document search 

 

 

 Print Del Note button 

 to print delivery note 

 

 

 Manage Detail button 

 shows job document details 

 

 

 Grid Tab 

 

 

 

 Print Grid button 

 to print debtor’s document search 

 

 

 Export button 

 to export documents to excel spread sheet 

 

 

 Clone Tab 

 

 

 

 Clone 

 Invoice to make a copy of a completed document