Document History

Debtors >Reports >Report list

This is a full report of posted documents of a selected debtor

Debtor	Select the debtor you wish to pull document history for.
Date From / Date To	Choose the date range for which you want to view the report from / Select a date range of when you want to see up to on the report.
Sales Rep	If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep.
Doc Number	If you are looking for a specific document and know the document number, you can add it here.
Division	If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu.
Region	If you have set up Regions for your debtors, you can pull the report for all your debtors, or you can select a specific Region from the drop-down menu.
Category	To generate the report, the user has to select the category from the drop-down menu
Debtor Status	to select the status from the drop-down menu
Status - Posted or Preparation	to select the document status
Branch	When working with multiple branches this drop-down allows the user to select a specific branch to pull a report for.
Show Local Currency Only
Document Type	to select the document type from the drop-down menu
Project	to select a project
Order By	to arrange the document history by selecting order by from the drop-down menu
Contact Person
Acct. Manager	You can pull the report for all your debtors, or you can select a specific Account manager from the drop-down menu if you have set up Account Managers for your debtors.
Order Number	If you are looking for a specific document for a specific order number, you can add the order number here to refine the search
Job Number	If you are looking for a specific document for a specific job number, you can select the job number from the drop-down menu.
Recurring Invoices
Show Columns