How can you view what you have invoiced recently, in invoice order?
On T6, invoices would be visible on the screen in cronalogical order. (As we are now having to enter our own JOB Number, instead of the system generated one which was not viable for us to use), I cannot seem to view invoices in the date order they are raised in. They seem to be stored in Job Number order. But the document is in fact an Invoice, the Invoice Number produced should be the Primary Number for that document, and therfore the date order would be cronalogical too. The SYSTEM HISTORY option, lists techincal info, but does not give Customer/Value etc
anonymous
shared this idea
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Hi,
You can view invoices in tax date order using the Jobs list (either through the icon on the main toolbar or Job menu > Select, or press Ctrl + J).
Once you're viewing the jobs list window, change the Search method at the top of the page to "Completed Jobs - All" or "Completed Jobs - Last 3 months". If you would then like to print the list you can right-mouse-click on any line and send to preview window to print from there.
Incidentally, if you would like to set that search method as your default (ie. initial search) for the Jobs list, you can do this by clicking the cog icon at the top right of the Jobs selection list and setting the "Initial search".
Please let us know if this doesn't quite address the whole problem and we'll look into trying to solve this.
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Anonymous
commented
On the release of 7.8 I see that this has not been implemented but is planned. Is there an update on this?
Many thanks