Document History Help

Creditors >Analysis >Document History

 

 It’s a record list of creditor’s 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 has four buttons

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 has two buttons

Print Grid button – to print debtor’s document search

Export button – to export documents to excel spread sheet

Clone Tab has one button

Clone Invoice to make a copy of a completed document