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
| January 28, 2018 @ 13:48:00 | Current Revision | ||
|---|---|---|---|
| Content | |||
| Unchanged: <span style="color: #0000ff;">Special Feature : <span style="color: #000000;">Draft< /span></span> | Unchanged: <span style="color: #0000ff;">Special Feature : <span style="color: #000000;">Draft< /span></span> | ||
| Unchanged: <span style="color: #0000ff;">Location :</span><strong> <span style="color: #000000;">I</ span></strong>n the top right corner of every Master & Transaction screen | Unchanged: <span style="color: #0000ff;">Location :</span><strong> <span style="color: #000000;">I</ span></strong>n the top right corner of every Master & Transaction screen | ||
| Unchanged: <span style="color: #0000ff;">Purpose: </span> | Unchanged: <span style="color: #0000ff;">Purpose: </span> | ||
| Deleted: 1.To save an unfinished entry | Added: 1.To save an unfinished entry | ||
| Unchanged: 2.To track the number of records saved as drafts for the voucher | Unchanged: 2.To track the number of records saved as drafts for the voucher | ||
| Unchanged: 3.To track which were the records saved as drafts along with the time when each draft was created and updated | Unchanged: 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. | |||
| Added: 2.View the list of the records saved as drafts | |||
| Added: 3. Complete the unfinished entries and/or delete the unfinished entries | |||
| Unchanged: <span style="color: #0000ff;">How to use :</span> | Unchanged: <span style="color: #0000ff;">How to use :</span> | ||
| Added: In order to Save an unfinished entry , click the <strong>Draft</strong> | |||
| Deleted: If you are not able to fill all the fields while entering a record in (lets say) Sales invoice screen , | 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 | ||
| Deleted: <span style="color: #0000ff;">Result: | Added: <span style="color: #0000ff;">Result: </span> | ||
| Deleted: <span style="color: #0000ff;">Output: </span> Displays the list of records saved as drafts along with particulars like name of the record, particulars, time of creation & updation of the record for the Sales Invoice | |||
| Added: The number in the blue circle near the Draft box shows the number of drafts being saved . | |||
| Added: <span style="color: #0000ff;">Display: </span> | |||
| Added: To view the drafts saved, click the drop-down menu next to Draft | |||
| 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 | |||
| 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> | |||
| Added: To delete the entry from the draft list click red button on the right end of each entry. | |||
| 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: | |||
| Unchanged: <span style="color: #0000ff;"><strong>Benefits of the feature :</strong></span> | Unchanged: <span style="color: #0000ff;"><strong>Benefits of the feature :</strong></span> | ||
| Unchanged: The feature <b>Draft </b>benefits us to | Unchanged: The feature <b>Draft </b>benefits us to | ||
| Deleted: 1.Identify the number of unfinished entries | |||
| Added: 2.Save time preventing replication of work | |||
| Deleted: 2. dentify if someone in the organisation is deliberately modifying the data. | Added: 3. Take time to either complete or delete an unfinished entry | ||
| Deleted: 3. take necessary actions against the person who modified | |||
| Deleted: 4. correct the entries well in time before the change has a greater impact on any of the reports. | |||
| Unchanged: | Unchanged: | ||
| Unchanged: <strong><em>How to save an unfinished entry of record?</em></strong> | Unchanged: <strong><em>How to save an unfinished entry of record?</em></strong> | ||
| Unchanged: 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. | Unchanged: 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. | ||
| Unchanged: If you click the <strong>Save/Update option </strong> a notification pops up showing the number of incomplete fields as issues | Unchanged: If you click the <strong>Save/Update option </strong> a notification pops up showing the number of incomplete fields as issues | ||
| Unchanged: You still want to save the the data which you have already entered in some of the fields. | Unchanged: You still want to save the the data which you have already entered in some of the fields. | ||
| Unchanged: There is a feature available to save an Unfinished Entry called <strong>Draft</strong> | Unchanged: There is a feature available to save an Unfinished Entry called <strong>Draft</strong> | ||
| Unchanged: on the right side top of each of the screens | Unchanged: on the right side top of each of the screens | ||
| Deleted: In order to Save the unfinished entry , click the <strong>Draft</strong> | |||
| Deleted: The number in the blue circle near the Draft box shows the number of drafts being saved . | |||
| Deleted: To view the drafts saved, click the drop-down menu next to Draft | |||
| Unchanged: <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> | Unchanged: <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> | ||
| Unchanged: <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> | Unchanged: <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: Draft List displays the list of unfinished entries along with the date created and date updated | |||
| 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 can continue to complete the entries in the rest of the fields | Added: | ||
| Deleted: <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: 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/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: | |||
Note: Spaces may be added to comparison text to allow better line wrapping.
