I can't see all of the sales orders (or invoices, quotes, purchase orders, etc) that should be in the list view. Where are they?

I can't see all of the sales orders (or invoices, quotes, purchase orders, etc) that should be in the list view. Where are they?

Q : I can't see all of the sales orders (or invoices, quotes, purchase orders, etc) that should be in the list view. Where are they?

A : They are still there! There probably is a filter set on the list which restricts the documents shown in the list.

To remove the filter, check the two following places:

1)  Click the More Menu on the List View.  Click Configure List. Look in the filter field and if there's something in there you can clear it by clicking on the x on the right side of the field.
2) Click the More Menu and choose Set Date Range. Choosing Without Limitations will clear any custom dates.



    • Related Articles

    • Auto Purchase Orders (extension)

      Introduction Use predictive AI to automate purchase order workflow to ensure you are never out of stock. Automation leads to more efficient warehouse management, fulfillment operations, and in the end to better customer experience. The Automated ...

    • How to create a Sales Quote

      Sales Quotes Easily create a quote that can be emailed or printed for a customer. View up to date inventory, cost and margin without leaving the screen with Sales Pal. Create a Sales Quote Navigate to Sales → Sales Quotes. Click Create. The date will ...

    • How to create a Sales Order

      The Sales Order records a request to sell goods or services. A Sales Order initiates the Sales Workflow and may be for products and/or services. When a sales order is for services only, it may also be referred to as a work order. AccountingSuite™ ...

    • Sales Tax Features

      Sales Tax Keeping track of Sales Tax can be a difficult chore. AccountingSuite™ offers two ways to lighten the load and help you account for Sales Tax collection and payment. Our built in Sales Tax functionality is comprised of Sales Tax Agencies, ...

    • How to create a Purchase Order?

      Purchase Orders A Purchase Order is a document presented to a vendor for the purchase or goods or services. The system uses purchase orders to track received and invoiced items. The receipt of shipped goods is recorded in the system by creating a ...