Document Functions
This section gives useful information on various areas in the system
Searching Inactive Records
There is a way to search for customers, suppliers, inventory and GL accounts marked inactive in t...
Document Management Spec
The purpose of Document Management is to help customers add attachments to the system that are no...
Line Item Note - Hover over
Line item note on the document grid with hover over allows users to see additional information ab...
Substitute Item on Sales Documents
You can substitute an item on sales documents You first need to set it up here Once it has been...
Linked Documents on Transactions Document
You can manually link other documents to an existing document or the system will automatically li...