Document History Form

This form lists all transactions that have been applied to the document you select from the list of documents on the Payment Entry form (when applying payments or previously posted documents).

To view the history of an invoice or debit note while applying a payment, prepayment, or credit note

1. Highlight the document in the list at the bottom of the Payment Entry form.
2. Click the History button.

The History form provides the following information about each document that was previously applied to the selected invoice, credit note, or debit note:

• Transaction type
• Check/document number
• Transaction date
• Payment adjustment amount
• Transaction description

3. If not all columns or rows are visible, click the arrows in the lower corners of the form, or press the Tab key.

You cannot change any of the information in this form.

4. Click Close to return to the Payment Entry form.

You can also review document history on the Activity tab of the Vendor Activity form.

You can view check information on the Payments tab of the Vendor Activity form.