Difference between revisions of "Cheque List"
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== Overview == | == Overview == | ||
| − | The '''Cheque List''' button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, you can from this area print a list of cheques previously issued and create a new cheque. Lists in ERP can be [[Filtering Lists|Filtered]], [[Searching f5 f6 f7|Searched]], Customised, | + | The '''Cheque List''' button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, you can from this area print a list of cheques previously issued and create a new cheque. Lists in ERP can be [[Filtering Lists|Filtered]], [[Searching f5 f6 f7|Searched]], Customised, Printed and Exported. |
==== How to view the Cheque List ==== | ==== How to view the Cheque List ==== | ||
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*Select a '''From''' and '''To''' date range or customise, to view a cheque list | *Select a '''From''' and '''To''' date range or customise, to view a cheque list | ||
*Select '''Search Column''' to select search by method | *Select '''Search Column''' to select search by method | ||
| − | *Enter any text, to '''Search Text''', other search options are Select '''Customise''' to further define fields viewed f5, f6, f7 searching | + | *Enter any text, to '''Search Text''', other search options are: Select '''Customise''' to further define fields viewed, f5, f6, f7 searching |
*Select '''Export''' to copy data to another source | *Select '''Export''' to copy data to another source | ||
| − | *Select '''New''' to write cheque | + | *Select '''New''' to write a new cheque |
*Select '''Print''' to print details shown | *Select '''Print''' to print details shown | ||
Latest revision as of 00:27, 6 December 2013
Overview
The Cheque List button allows you to view cheques prepared by using ERP and sort these cheques by various criteria, you can from this area print a list of cheques previously issued and create a new cheque. Lists in ERP can be Filtered, Searched, Customised, Printed and Exported.
How to view the Cheque List
- The Cheque List is exportable (see exporting reports)
- The Cheque List is printable (see printing reports)
- The Cheque List is searchable ( see f5, f6, f7 searching)
- The Cheque List is customisable (see customising lists)
- The Cheque List can be filtered (see sorting and filtering)
By double clicking, Drilling Down on a transaction it will allow the user to view the details of the payment made
- Select a From and To date range or customise, to view a cheque list
- Select Search Column to select search by method
- Enter any text, to Search Text, other search options are: Select Customise to further define fields viewed, f5, f6, f7 searching
- Select Export to copy data to another source
- Select New to write a new cheque
- Select Print to print details shown
