Description
- How do I customize the purchase/sales invoice journal that I see on the screen?
- How can I modify the display of the purchase/sales invoice journal on my screen?
- What steps do I take to adjust the on-screen view of the purchase/sales invoice journal?
- Can you guide me on how to change the layout of the purchase/sales invoice journal display?
- How do I alter the visual format of the purchase/sales invoice journal?
- What is the process for customizing the purchase/sales invoice journal view?
Resolution
Method 1: The user has full accounting rights.
- In the sales/purchase invoice, select View on the menu and then Customize Journal.
- Select Columns.
- Put a checkmark for all the items you don’t need on the invoice.
- Click OK.
Method 2: The user doesn't have full accounting rights.
- The sysadmin user needs to give full accounting rights to the user temporarily. Follow the steps How do I add/remove line item discounts for sales invoices?
- This user can log in as a temporarily unrestricted user.
- In the sales/purchase invoice, select View on the menu and then Customize Journal.
- Select Columns.
- Put a checkmark for all the items you don’t need on the invoice.
- Click OK.
- The sysadmin can reset the user's accounting rights to how they were.