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issuing_goods:viewing_invoices [2020/10/12 23:34] – [Find] Mark Glover | issuing_goods:viewing_invoices [2021/08/10 14:23] – [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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- | Down the left side is a sidebar, with 5 headings: | + | Down the left side is a sidebar, with 6 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, | + | The //Find...// option does not expand but shows the transaction search window again when clicked. |
- | At the bottom left of the window | + | Once the type of transaction has been selected, it remains selected while you further refine |
+ | 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. | ||
</ | </ |