Right-click to display the following context menu:

The options are as follows:

  1. Salesperson – Change the Salesperson (as added in Setup → Setup →  Salesperson or Setup → Groups (Salespersons)).
  2. Set reporting group 1 – Change the reporting group of a document, if Reporting group 1 was set for Documents (as added in the Setup → Groups (Document groups 1)).

The colours of the rows (list of documents) will be changed, if set in Reporting group 1.   
  1. Set reporting group 2 – Change the reporting group of a document, if Reporting group 2 was set for Documents (as added in Setup → Groups (Document group 2)).
  2. Documents - The "Documents" context menu option on the Document list screen changes for the document type selected. Depending on whether a posted document; or an unposted document is selected; some context menu options may not be available, or additional specific context menu options may be added. Some examples are:
  1. Print
    1. Print barcodes – This will print only the barcodes of stock item codes included on selected document(s).
    2. Print labels – This will only print the name (account description) of a debtor customer / client on a selected sales document. In the case of a purchase document, it will print the name (account description) of the creditor (supplier / vendor).
  2. Others
    1. Import – This option allows you to import an exported document from a valid existing export.txf file. TurboCASH Data Exchange files are exported (created) in Tools → Export (Documents).
    2. Totals – This will list a summary of the Exclusive, Inclusive, Open amounts and the records on an Information screen.

The results may be selected and copied to any other text editor or other external program. 
    1. Show details – This will display a mouse-over screen displaying the details (i.e. account description,  document number, stock description, quantity and amount (inclusive of tax) of the selected document.  
    2. Open item link – This will launch the Open item link screen displaying the transactions of the debtor (customer / client) or creditor (supplier / vendor) account on a selected document. 

Only available for Invoices / Purchases document type.

This option is not available for other document types (Quotes, Credit notes, Orders and Supplier return documents).
  1. Plugins – Launch some actions if plugins are activated.

The Plugins will be discussed in separate documentation.   
  1. Mass plugins – Launch the mass actions (multiple actions), if plugins are activated and supported.
  2. Plugins mass action - To be advised.
  3. Document links - To be advised.