Registers — find, filter, fix
Every document type has a register: a live, filterable list of everything you've recorded, with totals, exports, and printing.
A register is the working list of saved documents — Transactions → Sale → View Sale, Purchase → View Purchase, and the equivalents for estimates and orders. This is where you find an invoice, check a day's billing, fix a mistake, print, or export.
The toolbar
- Date range chip — click to choose the period: today, this month, a financial year, or any custom range.
- Filter chips — narrow by party, type, or other attributes; active filters stay visible as chips you can clear with one click.
- Search — type to match parties, numbers, and amounts, with suggestions as you go.
- More menu (⋯) — holds the rarely-used and destructive actions, such as delete, so they stay out of the way of daily work.
The list itself
- The full result loads into one smooth list — scroll through thousands of rows without page buttons, with totals always computed over everything, not just the visible screen.
- Pin the columns you care about and adjust visible columns from Options in the thin footer at the bottom of the page.
- The footer also shows live selection counts and value totals as you tick rows.
Row actions
| Action | What it does |
|---|---|
| View | Opens a read-only detail of the document. |
| Edit | Opens the entry form pre-filled; saving posts the corrected figures. |
| Opens print preview with your chosen design — see Printing documents. | |
| Delete | Removes the document and reverses its effect on stock and ledgers. Found under the More menu, and only if your role allows Delete. |
| Export | Downloads the filtered rows as a spreadsheet — see Exporting your data. |
Deletes are permanent
Deleting a transaction reverses its stock and ledger effect and removes the record for good. There is no recycle bin. When in doubt, edit instead of delete.
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