Activity Inquiry

Use Activity Inquiry to search and review a record's properties, details, and transactions.

If you want to display additional information, use the drill down tool to look at the record or transaction detail. The information displayed in Inquiry is view only, which means that information can be seen but not edited or updated.

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What's new in 2018.05? (Updated user interface, search, print options, send to recipient options, recent records) (1m32s)

Updated 14May2018

Add/remove fields on the Detail subtab

You can use the Detail subtab to add fields that are not included on another tab in Inquiry. This option comes in handy when you want to group certain fields together.

To add fields, right-click on the Field column heading and choose Select Fields. Now, use the Selection form to move the fields that you want to display on the Detail subtab to the Selected Fields list. You can also use the Selection form to change the order the fields are displayed on the Detail subtab.

To remove fields, follow the same process for adding fields except you'll want to move the fields that you don't want to include anymore from to the Available Fields list.

Make the display area larger

You can increase the size of the record display area by clicking on the toggle bar in the middle of the Activity Inquiry screen. The toggle bar has three horizontal marks on it. Clicking on the toggle bar will hide the vendor's address, contact, and telephone numbers so there is more space for viewing information. Clicking on the toggle bar again will restore the display area to its regular size.

Search for a vendor

Open General Ledger > Activity Inquiry. Type in an activity name or number in the Activity Number field located on the Lookup bar. You can also Search (F9) for a vendor name. Pressing Enter will show the activity's information as well as any transactions associated with the activity.

Refresh the displayed information

After changes have been made to other parts of the General Ledger program, such as changing the activity detail, you may need to update the information that is displayed in Activity Inquiry to show the new changes.

You can click the Refresh Data button (CTRL+R), it looks like a circle made of two green arrows, to load the new information.

View attachments

Any files, documents, PDF's, images, and so on that have been saved in the activity file, will be available for viewing on the Attachments subtab. All of the filenames will be shown in the Description list and you can click on a filename to view the contents of the file.

View notes

Notes can be attached to the activity file. You can view all of the notes, or add a new note, to the selected item by clicking on the Notes subtab.