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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 23:34] – [Find] Mark Glover | issuing_goods:viewing_invoices [2021/08/10 14:17] – [Dynamic filter] Gary Willetts | ||
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This window is very useful for quickly finding a group of invoices. | This window is very useful for quickly finding a group of invoices. | ||
- | The list invoices window uses the // Transactions list// | + | The list invoices window uses the // Transactions list// |
{{ : | {{ : | ||
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Clicking on the small triangle to the left of each heading will expand it and display the options available. In the graphic below, the **Types** heading has been expanded to display the available options | Clicking on the small triangle to the left of each heading will expand it and display the options available. In the graphic below, the **Types** heading has been expanded to display the available options | ||
- | {{ : | + | {{ : |
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. | 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. | ||
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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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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. | ||
</ | </ |