To delete the entry from the draft list click red button on the right end of each entry.
Benefits of the feature :
The feature Draft benefits us to
2.Save time preventing replication of work
3. Take time to either complete or delete an unfinished entry
How to save an unfinished entry of record?
Sometimes you are not able to enter all the fields of a record (due to insufficient data or due to any other reason) then you have an unfinished record and you will not be able to save/update a record if it is unfinished.
If you click the Save/Update option a notification pops up showing the number of incomplete fields as issues
You still want to save the the data which you have already entered in some of the fields.
There is a feature available to save an Unfinished Entry called Draft
on the right side top of each of the screens
Contents
Revisions
- January 28, 2018 @ 16:54:15 [Current Revision] by arul
- January 28, 2018 @ 16:43:43 by arul
- January 28, 2018 @ 16:43:40 [Autosave] by arul
- January 28, 2018 @ 16:00:28 by arul
- January 28, 2018 @ 13:48:00 by arul
- January 28, 2018 @ 11:50:04 by arul
- December 24, 2017 @ 08:08:35 by arul
- December 20, 2017 @ 05:50:20 by arul
- August 22, 2017 @ 04:31:18 by arul
- August 22, 2017 @ 04:30:24 by arul
- August 22, 2017 @ 04:26:21 by arul
- August 22, 2017 @ 04:25:29 by arul
- August 22, 2017 @ 04:24:04 by arul
- August 22, 2017 @ 03:57:16 by arul
- August 21, 2017 @ 09:26:43 by arul
- August 21, 2017 @ 09:22:07 by arul
- August 21, 2017 @ 07:47:20 by arul
Revision Differences
| August 22, 2017 @ 03:57:16 | Current Revision | ||
|---|---|---|---|
| Title | |||
| Deleted: Unfinished entry | Added: Feature - Draft | ||
| Content | |||
|---|---|---|---|
| Deleted: | |||
| Deleted: <strong><em>How to save an unfinished entry?</em></strong> | |||
| Deleted: If you are stuck in the middle of entering a record because | |||
| Deleted: <ul> | |||
| Deleted: <li>you don’t have enough information for some of the fields or</li> | |||
| Deleted: <li>you are getting into a more important work or</li> | |||
| Deleted: <li>there is an emergency situation or</li> | |||
| Deleted: <li>just want to break for a coffee</li> | |||
| Deleted: </ul> | |||
| Deleted: In all theses cases it is advisable for you to save your entries | |||
| Deleted: Irrespective of whichever screen you are in, if you do not enter all the fields you will have an unfinished entry. | |||
| Deleted: You will not be able to save the data if it is a new entry and you will not be able to update the data if you are updating an already eisting document. | |||
| Deleted: The<strong> Save/Update option </strong> option will not save your data even if you click it. | |||
| Deleted: Instead a notification pops up showing the number of unfinished entries as issues. | |||
| Deleted: There is a facility available to save an Unfinished Entry called <strong>Draft</strong> | |||
| Added: <span style="color: #0000ff;">Special Feature : <span style="color: #000000;">Draft< /span></span> | |||
| Added: <span style="color: #0000ff;">Location :</span><strong> <span style="color: #000000;">I</ span></strong>n the top right corner of every Master & Transaction screen | |||
| Added: <span style="color: #0000ff;">Purpose: </span> | |||
| Added: 1.To save an unfinished entry | |||
| Added: 2.To track the number of records saved as drafts for the voucher | |||
| Added: 3.To track which were the records saved as drafts along with the time when each draft was created and updated | |||
| Added: 1.Save the unfinished entries as drafts. | |||
| Deleted: on the right side top of each of the screens. | Added: 2.View the list of the records saved as drafts | ||
| Added: 3. Complete the unfinished entries and/or delete the unfinished entries | |||
| Added: <span style="color: #0000ff;">How to use :</span> | |||
| Deleted: | Added: In order to Save an unfinished entry , click the <strong>Draft</strong> | ||
| Added: If you are not able to fill all the fields while entering a record in (lets say) Sales invoice screen , Click Draft to save the unfinished entry | |||
| Added: <span style="color: #0000ff;">Result: </span> | |||
| Deleted: | Added: | ||
| Added: <span style="color: #0000ff;">Display: </span> | |||
| Unchanged: To view the drafts saved, click the drop-down menu next to Draft | Unchanged: To view the drafts saved, click the drop-down menu next to Draft | ||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF1.png"><img class="alignnone size-medium wp-image-7908" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ UF1-300x100.png" alt="UF1" width="300" height="100" /></a> | |||
| Added: Draft List displays the list of unfinished entries along with the date created and date updated | |||
| Added: To complete the unfinished entry, click the entry in the Draft list screen in any of the fields. It will take you back to the unfinished entry and allows you to complete the entries in the rest of the fields | |||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/ | Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF7.png"><img class="alignnone wp-image-7919 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/08/UF7.png" alt="UF7" width="1297" height="243" /></a> | ||
| Deleted: Draft List displays the list of unfinished entries along | |||
| Deleted: To complete the unfinished entry, click the entry in the Draft list screen in any of the fields. It will take you back to the unfinished entry and you | |||
| Unchanged: To delete the entry from the draft list click red button on the right end of each entry. | Unchanged: To delete the entry from the draft list click red button on the right end of each entry. | ||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF3.png"><img class="alignnone size-medium wp-image-7910" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ UF3-300x41.png" alt="UF3" width="300" height="41" /></a> | |||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF4.png"><img class="alignnone size-medium wp-image-7911" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ UF4-300x57.png" alt="UF4" width="300" height="57" /></a> | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF6.png"><img class="alignnone wp-image-7918 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/08/UF6.png" alt="UF6" width="1272" height="148" /></a> | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: | |||
| Added: <span style="color: #0000ff;"><strong>Benefits of the feature :</strong></span> | |||
| Added: The feature <b>Draft </b>benefits us to | |||
| Added: 2.Save time preventing replication of work | |||
| Added: 3. Take time to either complete or delete an unfinished entry | |||
| Added: | |||
| Added: <strong><em>How to save an unfinished entry of record?</em></strong> | |||
| Added: Sometimes you are not able to enter all the fields of a record (due to insufficient data or due to any other reason) then you have an unfinished record and you will not be able to save/update a record if it is unfinished. | |||
| Added: If you click the <strong>Save/Update option </strong> a notification pops up showing the number of incomplete fields as issues | |||
| Added: You still want to save the the data which you have already entered in some of the fields. | |||
| Added: There is a feature available to save an Unfinished Entry called <strong>Draft</strong> | |||
| Added: on the right side top of each of the screens | |||
| Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF1.png"><img class="alignnone wp-image-7908 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/08/UF1.png" alt="UF1" width="967" height="323" /></a> | |||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/ | Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF2.png"><img class="alignnone wp-image-7909 size-full" src="http://help.goodbookserp.com/ wp-content/uploads/ 2017/08/UF2.png" alt="UF2" width="957" height="331" /></a> | ||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF7.png"><img class="alignnone size-medium wp-image-7919" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ UF7-300x56.png" alt="UF7" width="300" height="56" /></a> | |||
| Added: | |||
| Unchanged: | Unchanged: | ||
| Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/UF6.png"><img class="alignnone size-medium wp-image-7918" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ UF6-300x35.png" alt="UF6" width="300" height="35" /></a> | |||
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