By default, the Document list screen and the Document entry screens will be launched as a Integral part of the program. If you access the document types from the following options, it will be launched as separate screens:

  1. Documents icon on the Default ribbon and select the document type.
  2. Input menu on the Default ribbon. This will launch the selected document type as a separate screens.

Access document types

The six (6) document types are grouped as follows:

  1. Sales documents - 
    1. Quotes - You may need to produce a Quote for your debtors (customers / clients). When the Quote is accepted, you may confirm the quote (convert the Quote to an Invoice). 
    2. Invoices - Invoices are created for debtors (customers / clients). This will generate a source document which can be printed. The Invoice, can be edited before it is posted (updated) to the ledger. When an Invoice is posted (updated) to the ledger, the transactions in the Sales journal will automatically be generated.
    3. Credit notes - Credit notes are created for debtors (customers / clients) to correct a transaction or an exiting posted Invoice or to cancel the Invoice. This will generate a source document which can be printed. The Credit notes, can be edited before it is posted (updated) to the ledger. When a Credit note is posted (updated) to the ledger, the transactions in the Sales journal (or Sales returns journal) will automatically be generated.
  1. Purchase documents - 
    1. Orders - You may need to place an Order with any of your creditors (suppliers / vendors). When the goods are received or services are provided, you may confirm the Order against the actual goods received and the original Order. You will do this by converting the Order to a Purchase document. 
    2. Purchases - Purchase documents are created for creditors (suppliers / vendors). This will generate a source document which can be printed. The Purchase document, can be edited before it is posted (updated) to the ledger. When a Purchase document is posted (updated) to the ledger, the transactions in the Purchase journal will automatically be generated.
    3. Supplier returns - Supplier returns are created creditors (suppliers / vendors) to correct a transaction or an exiting posted Purchase or to cancel the Purchase. This will generate a source document which can be printed. The Supplier returns, can be edited before it is posted (updated) to the ledger. When a Supplier return is posted (updated) to the ledger, the transactions in the Purchase journal (or Purchase returns journal) will automatically be generated.

Access document types - Stand alone screens

You may select a document type on the Input menu on the Default ribbon. This will launch the selected document type in a separate stand alone screens.

The "Document entry" screen listing the Invoices, is displayed if the Input → Invoices menu is selected from the Default ribbon. 

If a document (Invoice) is selected, the "Document entry" form for the selected unposted Invoice will be displayed as a separate screen: