To search for an invoice, receipt, quotation, batch or account
Before you begin
Procedure
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From the Bluechip main window, either:
- Select
- Press CTRL + LThe Locate window appears.
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Select the type of record you want to search for.
- If you use account file numbers, you can open an account by searching for the account reference. Select the Account Ref option, type the account ID number.
- If you are searching for a batch, you may search by Batch ID (which is generated by Bluechip) or by Batch M/C Number (which may be entered by the user). Select the appropriate option, enter the ID or M/C number.
-
Click
to commence your search. The search may take some time, depending on the size of your Bluechip database, your system's specifications. If a result is located, it is displayed. Otherwise you will be prompted that no matching results could be found.