These options allows you to locate of find specific documents on the fly.
Select one of the six (6) document types (i.e. Invoices (default), Credit Notes, Quotes, Purchases, Supplier Returns or Orders) if the correct one is not displayed.
For each document type, you may select the following options:
•Posted - Only those documents which have been updated (posted) to the ledger. You may not edit these. Incorrect Invoices need to be corrected with a Credit Note. Incorrect Purchases needs to be corrected with a Supplier Return document.
•Unposted - Only those documents which have been updated (posted) to the ledger. If any documents are incorrect, you may edit these documents.
•All - All documents whether these have been updated (posted) to the ledger or not.
All the data for each of your sales documents and purchase documents are listed in columns. To view change the sequence in which the data is displayed, you may:
•Scroll bars - Scroll to the right or to the left on the horizontal scroll bar to view the information.
•Sequence of rows - Click on any of the column headings to change the sorting sequence of the documents listed in the descending or ascending sequence.
•Sequence of columns - Click on a column heading and drag it to the right or to the left to change the sequence in which the columns need to be displayed.
The information and details of each document will be listed in the following thirty-one (31) columns:
1.Account No. (Debtor Code / Creditor Code)
2.Description (Name of Debtor / Creditor Account)
10.Document Group 1
11.Document Group 2
13.Printed - The number of times the document have been printed. The value of 0 means the Document have never been printed.
18.Delivery Address 1
19.Delivery Address 2
20.Delivery Address 3
21.Delivery Postal Code
22.Delivery Address Country 1
28.Invoice Address Company
29.Invoice Address Contact
30.Delivery Address Company
31.Delivery Address Contact
You may use the filter options to find a specific document, or all documents with the same values, for example, in a specific city.
1.The filter options will display only those documents in your search or filter criteria. To do this, you may:
a)Field - The default option is none. It will list all the column headings. You may select any of these as an option.
b)Like - Operator to find all documents with the same value, values greater than, smaller than, greater than or equal to, smaller than or equal to the values you have selected, or wish to enter.
c)Value - Enter the value for the field type you have selected, for example, Postal Code (if you have selected Postal Code as the Field option).
2.Once you have selected or specified the search criteria, click on the Filter button. Only those documents as in your search or filter criteria or options will be listed.
3.If you need to clear your filter options and values, click on the Clear button. You may also click on any of the column headings to change the sorting sequence of the debtor (customer) accounts listed.
The Line Count will show the number of records (documents) that matches your search or filter criteria.
You may also search for documents in the Investigator screen (Tools → Search (Ctrl + F3)) menu.
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