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psconsult
Level 1

I need to have access to all of my sales invoices for audit purposes going back several years. I only see the ability to go back to 2018. I am the master administrator

 
1 Comment 1
Kristine Mae
Moderator

I need to have access to all of my sales invoices for audit purposes going back several years. I only see the ability to go back to 2018. I am the master administrator

I will help you find the transactions, Psconsult.


We can pull up the Transaction List by Customer report. From there, we can customize it to show invoices only, then change the dates. It'll help us see all transactions. Here's how:

  1. Click Reports.
  2. Enter Transaction List by Customer in the Find report by name field.
  3. Click Customize.
  4. Go to Filter.
  5. Click the Transaction Type drop-down arrow, then select Invoice.
  6. Click Run report.
  7. Change the dates, then click Run report

You can also customize the report to help you focus on the details that matter to you.

 

However, if you're unable to see transactions before 2018, it could be they started recording the invoice in 2018 already. 

 

Feel free to get back to this post if any questions arise. We'll respond as soon as we can. Take care!

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