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issuing_goods:viewing_invoices [2020/05/14 10:06] – [Display the information you require] Gary Willetts | issuing_goods:viewing_invoices [2021/08/10 14:24] (current) – [Dynamic filter] Gary Willetts | ||
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===== Find transactions window ===== | ===== Find transactions window ===== | ||
- | You will be presented with this window | + | You will be presented with this window: |
{{ : | {{ : | ||
- | ^ | + | If you just press //Enter//, that is the same as clicking on the **OK** button, and it will display a list of the 15 most recent invoices. |
- | | 1 | You will be taken directly to the most recent invoice entered | | + | |
- | | 25 | A list of the 25 most recent invoices | + | |
- | | 123 in the lower box | Invoice number 123 will be displayed. | | + | |
- | | Click the Complex Find button | The query editor will be displayed, where you can enter a more detailed query. | | + | |
- | The list invoices window uses the // Transactions list// | + | Click on the drop down list on the left to display the options available for determining which field to query: |
+ | |||
+ | {{ : | ||
+ | |||
+ | Choose the comparison from the next drop down list //(equals, starts with etc.)// | ||
+ | |||
+ | <WRAP center round tip 60%> | ||
+ | The comparison popup menu will change depending on the type of field you have chosen in the first list. | ||
+ | </ | ||
+ | |||
+ | Enter any values that you want to query against in the field at the bottom right. | ||
+ | |||
+ | Some examples: | ||
+ | |||
+ | ^ If you.. ^ Transaction(s) Displayed | ||
+ | | Type '' | ||
+ | | Type '' | ||
+ | | In the lower, right field, type '' | ||
+ | | Click on the **invoice number** dropdown button and select one of the other search filters (e.g. **Name**)\\ Click on the **equals** dropdown button and change it to, say **Starts with**\\ Type the first few letters of the name of a customer, e.g. '' | ||
+ | |||
+ | This window is very useful for quickly finding a group of invoices. | ||
+ | |||
+ | The list invoices window uses the // Transactions list// | ||
{{ : | {{ : | ||
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//Note. All of the columns may be adjusted in width to meet your requirements; | //Note. All of the columns may be adjusted in width to meet your requirements; | ||
- | Down the left side is a sidebar, with 5 headings: | + | ==== Dynamic filter ==== |
- | - Type | + | |
+ | |||
+ | Down the left side is a sidebar, with 6 headings: | ||
+ | - Types | ||
+ | - Find... | ||
- By date | - By date | ||
- By status | - By status | ||
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- My custom filters. | - My custom filters. | ||
- | Clicking | + | You can click on them and some of them will expand |
- | {{ : | + | {{ : |
- | Once the type of transaction has been selected, it remains selected while you further define the required criterion from one of the four remaining headings, | + | The //Find...// option does not expand but shows the [[issuing_goods: |
- | At the bottom left of the window | + | Once the type of transaction has been selected, it remains selected while you further refine |
- | Along the top of the window are these buttons: | + | At the bottom left of the window |
- | {{ : | + | ==== Selecting multiple tansactions ==== |
- | Their functions | + | Once you have a list which includes the transactions you are interested in, you may wish to carry out certain actions (described below) on more than one of them. To do this, control-click (command-click on Mac) the lines you wish to highlight. |
- | ==== Find ==== | + | {{: |
- | Click on this button to recall the //Find Transactions// | + | ==== Buttons |
- | {{ : | ||
- | Click on the drop down list on the left to display the options available for determining which field to query: | + | Along the top of the window are these buttons: |
- | {{ : | + | {{ : |
- | Choose the comparison from the next drop down list //(equals, starts with etc.)// | + | Their functions |
- | + | ||
- | <WRAP center round info 60%> | + | |
- | The comparison popup menu will change depending on the type of field you have chosen in the first list. | + | |
- | </ | + | |
- | + | ||
- | This window is very useful for quickly finding a group of invoices. | + | |
- | + | ||
- | If you want to query on multiple criteria, click on the // Complex Find // button, which takes you to the Query Editor, which has powerful features to perform queries with multiple conditions. Detailed guidelines for using the Query Editor | + | |
+ | ==== Find ==== | ||
+ | Click on this button to bring up the [[issuing_goods: | ||
==== Sum ==== | ==== Sum ==== | ||
Click on this button to display the total value of the highlighted invoices. Highlight more than one invoice by control - clicking (Mac: command-clicking) invoices. Highlight a block of invoices by clicking on the first invoice of the series, then shift-clicking on the last invoice in the series. | Click on this button to display the total value of the highlighted invoices. Highlight more than one invoice by control - clicking (Mac: command-clicking) invoices. Highlight a block of invoices by clicking on the first invoice of the series, then shift-clicking on the last invoice in the series. | ||
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If you have accidentally finalised a transaction you can use the **cancel** and **duplicate** buttons to | If you have accidentally finalised a transaction you can use the **cancel** and **duplicate** buttons to | ||
* Highlight the finalised invoice and click **Cancel** | * Highlight the finalised invoice and click **Cancel** | ||
- | * Hightight the finalised invoice again and click **Dupplicate** to duplicate the original transaction | + | * Hightight the finalised invoice again and click **Duplicate** to duplicate the original transaction |
* You can then edit the duplicated transaction to the correct values before finalising it again. | * You can then edit the duplicated transaction to the correct values before finalising it again. | ||
</ | </ | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
---- | ---- | ||