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Document History Help

Creditors >Analysis >Document History

 

 It’s a record list of creditor’screditors completed/processed documents

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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