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Both sides previous revision Previous revision Next revision | Previous revision Next revisionBoth sides next revision | ||
issuing_goods:viewing_invoices [2020/10/12 23:25] – [Find transactions window] Mark Glover | issuing_goods:viewing_invoices [2021/08/10 14:21] – [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. | 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. | ||
+ | |||
+ | 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 | ^ If you.. ^ Transaction(s) Displayed | ||
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| In the lower, right field, 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. '' | | 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. '' | ||
- | | 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// | + | This window is very useful for quickly finding a group of invoices. |
+ | |||
+ | The list invoices window uses the // Transactions list// | ||
{{ : | {{ : | ||
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Down the left side is a sidebar, with 5 headings: | Down the left side is a sidebar, with 5 headings: | ||
- | - Type | + | - 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 refine the required criterion from one of the four remaining headings, // By date, By status// | + | Once the type of transaction has been selected, it remains selected while you further refine the required criterion from one of the four remaining headings, //By date//,// By status// etc. Be aware that a single criterion only from this group of 4 headings may be selected. |
- | At the bottom left of the window you'll notice there are 3 numbers separated by slashes- " | + | At the bottom left of the window you'll notice there are 3 numbers separated by slashes, " |
+ | ==== Selecting multiple tansactions ==== | ||
+ | |||
+ | 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. | ||
+ | |||
+ | {{: | ||
==== Buttons ==== | ==== Buttons ==== | ||
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==== Find ==== | ==== Find ==== | ||
- | Click on this button to recall | + | Click on this button to bring up the [[issuing_goods:viewing_invoices# |
- | + | ||
- | {{ : | + | |
- | + | ||
- | 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 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 are to be found in [[tutorial:working_with_lists|Working with lists]] | + | |
==== 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. | ||
</ | </ |