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#31753 - 04/29/12 03:54 PM Search in Invoice module
Joanne Offline
Stranger

Registered: 10/31/09
Posts: 4
Loc: BC
Is there a way when searching for a customer in the Invoice module to go to the last invoice for the customer instead of the first invoice made for that customer. Some times I have to go through 7 years worth of invoices.

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#31754 - 04/29/12 05:59 PM Re: Search in Invoice module [Re: Joanne]
Bruce Gardner Offline
Adagio Wizard

Registered: 06/15/04
Posts: 3616
Loc: Toronto ON, Canada
Joanne:
It sounds as if you are using the "Historical" option to look at the complete list of 7 years of invoices for all customers.

Click on the "Search" button just beside to the "Historical" button on the main screen. From the "Field" drop-down list, choose "Customer number". Then choose "Equal to" from the "Operation" drop-down list and enter the Customer code. Click on the "Search" button and you will see all Invoices and Credit Notes for that specific Customer. You can go to the bottom of the list by pressing the [End] key on the keyboard.

While you are there, look at the other search options available. The "Search" function is an underused capability in Invoices.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

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#31923 - 05/22/12 10:08 AM Re: Search in Invoice module [Re: Bruce Gardner]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 921
Loc: GTA & North America (Remote Su...
Another trick that may assist you:

Once you find the Customer and you have the list of transactions in the grid below that just goes on and on (as you indicate), click once in the grid.

At this point you can now press the END-key on your keyboard to quickly get to the very bottom of the grid, where you may see the most current transactions. (Likewise, press the Home-key to get to the top of the screen).
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

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