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Creditors Document History

Creditors >Analysis >Document History

 

It’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