You can access different areas of Access Financials from our enquiries screens. Accessing other areas is dependent on your security profile permissions, so you might not be able to access all areas.
The steps below take you through how to access the Action Panel from the Sales Transactions Enquiry screen, but you can access it the same way from all other enquiries within Debtors or other modules.
To open the Action Panel from an enquiry:
Click Debtors then Enquiries then click Sales Transactions.
Note: All sales transactions are displayed. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
On the enquiry screen, select the checkbox in front of the transaction you wish to work with.
Note: The Action Panel automatically opens from the right-hand side of the screen which gives you access to action cards and multiple tabs depending on your permissions.
The following tabs can be found on the action panel depending on your permissions:
Tabs | Description |
Action |
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Notes |
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Documents |
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