Difference between revisions of "Pro/Transaction List Screen"
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You can use this page to quickly access past financial records. Simply set a date range and you will see all invoices, payments, quotes, etc. | You can use this page to quickly access past financial records. Simply set a date range and you will see all invoices, payments, quotes, etc. | ||
In addition, you can narrow down the search results by: | In addition, you can narrow down the search results by: | ||
* Type of document | * Type of document. | ||
* The user | * The user. | ||
* The customer | * The customer. | ||
* The vendor | * The vendor. | ||
* Or an inventory item | * Or an inventory item. | ||
In addition, there are three more tabs which allow you to further narrow down your search results. | |||
Latest revision as of 14:55, 19 May 2020
Transaction List Page
You can use this page to quickly access past financial records. Simply set a date range and you will see all invoices, payments, quotes, etc. In addition, you can narrow down the search results by:
- Type of document.
- The user.
- The customer.
- The vendor.
- Or an inventory item.
In addition, there are three more tabs which allow you to further narrow down your search results.
