Help and Information Centre - GA4

Article:

Archives

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From this area you will be able to view all documents within the system that you have created, the view gives you a quick visual of what is happening and allows you to find older documents that have been issued and dealt with.

You can select to break it down into sections for viewing under;

  • All
  • Invoices
  • Job Sheets
  • Estimates
  • Credit Notes
  • Outstanding

Searching Options

There are numerous ways in which you can search the archives. The main two are firstly by using the options to set a search perimeter by using the options on screen, see image below;

You can choose to search first based on the document - Created Date / Due Date / Issued Date by clicking on the first box.

You can enter the dates that you require or click on Date Range which gives you a choice of predefined options to search by;

Yesterday
Today
Tomorrow		 Last Month
This Month
Next Month
Last Week
This Week
Next Week		 Last Year
This Year
Next Year

You can choose to include or exclude pending documents from the search as well.

The second way to search for specific documents is by using the Archives search in the left-hand corner just below the Documents Archives section. You can search documents with information such as;

  • Customer Surname
  • Vehicle Make or Model
  • Registration
  • Postcode etc
You can print the information shown on the screen. By clicking print at the top next to outstanding it will enable you to print the current selection shown on screen.


Viewing Information

When in the archives screen you can select a document by highlighting the one you want to view, this gives you quick snippets of information regarding the document highlighted without having to leave the archives screen. Handy information such as;

  • Details - Which is a brief description of the customer information / Document Dates / Vehicle Reg / MOT Tester / Road Tester and document totals
  • Description
  • Labour 
  • Parts
  • Advisories
  • Notes

Alternatively, you can Click - Open and go directly to the document.

You can view breakdowns of payment information by clicking on the grey arrow box next the the payment method. This then will show you all the multiple payments that have been made against the invoice in date order.

 


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