History and Notes - Filter by action
Filter history and notes by Action and display sales invoice number. Enable the report to export the to Google Sheets/Excel.
Deana Clement
shared this idea
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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Hayley Martin
commented
This latest development that has split this info is a huge backward step for credit control. I have also seen other discussions on the same topic. There is no way of viewing invoice overview activity as there was previously.
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Kim Peters
commented
I can help with this one.
Filter by action such as 'Delete' to expand the number of results you get. At the moment, your 1000 transactions limit makes it impossible to see all the actions taken on a particular day if they exceed 1000. It's ludicrous!!
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Maureen Greaves
commented
History and Notes - Export functionality for History & Notes JUST released recently. Is there a way to display the invoice number and also filter by 'Note'. Have these included in the export to excel file.
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Sue Green
commented
can we also have a cloum with the Nominal Code and the date of the transaction too PLEASE
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Louw van Wyk
commented
I need to see which of my sales people did what? In other words a simple extract by username and ID who created what quote, when, date, price, product, discount etc.... Why is this something I have to ask for - surely a very basic report writer can do such a report in 10 minutes....