Documents list screen

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This is the first screen displayed when you access the Documents in your Set of Books. At first, when you start a new Set of Books, and have not processed any documents, this list will be empty.

To access the Document selection screen:

1.On the Action ribbon, select Documents (F6).

You may also click on the Action → Input menu to select a specific sales document (Invoices, Credit notes or Estimates) or Purchase documents (Purchases or Orders) or the Point-of-Sale Invoice option.

In addition to these access options, you may also press the F6 key on your keyboard to access the Document list screen for Invoices, or press various other combinations of shortcut keys on your keyboard, to access the Document list screen for a specific document type.

The Background color and the Font color may be set for each Document group 1 (in Setup → Groups).  


2.Document type - Select one of the six (6) document types (i.e. Invoices (default), Credit notes, Estimates, Purchases, Supplier returns or Orders) if the correct one is not displayed.

3.Buttons - By default the following buttons are available:

a)New - create a new document for the selected document type.

b)Edit - Edit or change a selected document from the list.

c)Print - Print a selected document.

If you activate (tick) the Document Posting option on the Setup → Access control (Documents tab), it will add the following two (2) buttons underneath the Print button:

Posting - This will allow you to launch the Update ledger screen to post Invoices to the ledger. If Estimates or Orders is selected, the button's caption will change to Confirmation.

Delete - This will allow you to delete an unposted document.

4.Layout file – Default is displayed. The global settings for layout files are done by selecting a Layout file for each document type on Setup → Documents setup.

Specific Layout files may also be selected for:

Each customer account by selecting a different layout file in the Layout file 1 (Invoices), Layout file 2 (Credit notes), Layout file 3 (Estimates) in Action →Customer .  

Each vendor account by selecting a different layout file in the Layout file 1 (Purchases), Layout file 2 (Supplier return), Layout file 3 (Orders) in Action →Vendor .  

The global settings will be over-ruled.

Selecting layout files:

If you do not wish to print inventory codes on documents, you may select the following:

The “Invoice (no codes)”. Select “Credit note (no codes)”, “Purchase (no codes)”, “Supplier returns (no codes)”, “Orders (no codes)” and “Estimates (no codes)” does not print the inventory code.

If you wish to print inventory codes on documents, you may select the following:

oInventory codes - (less than 10 characters) and description (less than 25 characters), you may select the 10 Code - series of documents.

oInventory codes – Up to the maximum inventory code length (15 characters) and description (up to 35 characters), you may select the 15 Code - series of documents.

5.Layout file 2This field is optional. If a layout file is selected, the document will print twice using this layout file. If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the layout files listed above.

If you need to print Delivery notes, you may you may select the Delivery note (no codes) or Delivery note (15 code) layout files.

6.Send report to – Select - Screen, Printer, File, E-mail or Fax.

7.Printer setup – The printer settings may be set in Printer on Reports or Setup ribbons. You may click on the Page button to set the page and printer options.

If you have selected (ticked) the “Use Multiple Printers” field, you may click on the Page button of the “Printer settings” screen to select the any available printer (properly configured on your system) for the First printer, Second printer, Barcode Printer and / or Label printer. You may also set the page and printer options for each of these, if necessary.  

8.Export - Export the view of your document data as displayed in the list of list of documents for the selected document type. Only those records matching your sort, search and filter options will be exported.

9.Single line mode -By default, this option is selected (ticked). The details for each of the documents in the list will display in a single line. If you select this option, a blue column header "Use your mouse to pull a column here to group on that column" will be displayed and the similar data in columns will be grouped.

10.Save grid layout - Once you have used the filter and sort options (column sequences, etc.), you need to click on this button to save the grid layout. If you Exit TurboCASH, and reopen the Set of Books, the grid layout may return to its old values id you do not save the grid layout.

To display this button, you may need to hide the ribbons (double-click on any of the ribbon tabs (i.e. Start, Action, Reports, Setup or User tab).

11.Search by – Once you have selected a document type, you may filter and search by columns and / or document update status (posted, unposted and / or all).

If you click on the Show All Items list, it will list all Document group 1 items (in Setup → Groups (Document groups 1)).  You may select any of the available groups from the list and click on the Filter button. Only those documents matching the selected Document group 1, will be listed.

12.Grid totals - This will display the line count (number of records in rows / documents) that is available on the list. The number of records will indicate the number of records that matches your filter / search criteria. It will also display the totals of the amount columns.

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