Audit Trail

Run the audit trail to which shows all transactions in the system. 

 

 Verify transactions 

 Look at audit trail number 

 Check for out of balance entries 

 Look for Audit date different from transaction date 

 

 General Ledger> Reports > Audit Trail 

   

 

   

 

 View Source Document 

 

 

 

 

 

 Report Request 

 

 Keyboard quick keys for Invoice Detail 

 Quick keys help access functions using the keyboard 

 Used with Alt + Letter 

 

 

 

 

 Attachmen t 

 Alt + t 

 Opens the Attachment window 

 

 

 M emo 

 Alt + m 

 Opens the Memo window 

 

 

 Create  R eminder 

 Alt + r 

 Opens the Reminder window 

 

 

 Check Stoc k Qtys 

 Alt + k 

 Opens the Stock Quantity window 

 

 

 F unctions 

 Alt + f 

 Focus on the Function split button 

 

 

 S ave 

 Alt + s 

 Saves the Invoice 

 

 

 C lose 

 Alt + c 

 Closes the Invoice window 

 

 

 Vie w Quote 

 Alt + w 

 Opens the quote associated with this invoice 

 

 

 P rint Invoice 

 Alt + p 

 

 Print the Invoice 

 

 

 

 Pr o cess Invoice 

 Alt + o 

 

 Process the Invoice 

 

 

 

 T  &  Cs 

 Alt + 7 

 

 Opens the Terms and Conditions setup window 

 

 

 

 Pa y ments 

 Alt + y 

 

 Opens the Point Of Sale payments process window 

 

 

 

 A dd 

 Alt + a 

 

 Opens a New Invoice Line Detail window 

 

 

 

 E dit 

 Alt + e 

 

 Opens the Invoice Line Detail window for the selected invoice line  

 

 

 

 D elete 

 Alt + d 

 

 Deletes the selected line from the invoice 

 

 

 

 Q uick Add 

 Alt + q 

 

 Opens the quick add window to add an invoice line to the invoice 

 

 

 

 B arcode 

 Alt + b 

 

 Opens the barcode scan windoe to add an invoice line to the invoice 

 

 

 

 Attachment button 

 Alt + 0 

 

 Set the focus to the Attachement button 

 

 

 

 Tab Invoice Detail 

 Alt + 1 

 Sets the tab notebook to the Quote Detail tab 

 

 

 

 Alt + 2 

 Pressing Alt + 2 repeatedly will step through the various tabs in the tabnotebook 

 

 

 

 Keyboard quick keys for Invoice Line Item Detail 

 Quick keys help access functions using the keyboard 

 Used with Alt + Letter 

 

 

 

 

 

 Inventory  O verview 

 Alt + t 

 Opens the Inventory Overview window 

 

 

 View  I mage 

 Alt + i 

 Opens the View Image window 

 

 

 T ask Link 

 Alt + t 

 Opens the Task Link window 

 

 

 F unctions 

 Alt + f 

 Focus on the Function split button 

 

 

 C lose 

 Alt + c 

 Closes the quote window 

 

 

 R eminder 

 Alt + r 

 Opens the Reminder window 

 

 

 Save &  N ew 

 Alt + n 

 

 Saves the Quote Item Detail window and opens a new Quote Item window 

 

 

 

 Sa v e & Close 

 Alt + v 

 

 Saves the Quote Item Detail window and then closes the window 

 

 

 

 U pdate Cost 

 Alt + u 

 

 Updates the cost of the selected item to the latest cost price 

 

 

 

 Reca l culate 

 Alt + l 

 

 Recalculates teh Inventory Item Value 

 

 

 

 Inventory Overview button 

 Alt + 0 

 

 Sets the focus on the Inventory Overview button 

 

 

 

 Tab Invoice Item Detail 

 Alt + 1 

 Sets the tab notebook to the Invoice Item Detail tab 

 

 

 

 Alt + 2 

 Pressing Alt + 2 repeatedly will step through the various tabs in the tab notebook