Document Summary view

Features in the Document Summary

The global document summary allows users to work with any document type generated in Daylite Sales Assistant without the need to know which clients, opportunities or projects have been worked on. This is ideal for managers needing to keep an eye on the quotes or invoices generated in a date range.

Features:

• Filter by document type
• Filter by date range
• Search for any text contained
• Open any document to edit or work on directly
• Make global supplier orders
• Send documents to a linked accounting application (currently supports, Xero, MoneyWorks and Saasu)
• Export to CVS
• Turn on columns to display

*User restrictions can be turned on to limit which users can access Supplier Orders