WorkBook

Search for Debtor or Creditor Change Log Entries within a Date Range

Use the Changelog tab in the Debtor List or Creditor List to search for debtor or creditor change log entries within a specific date range.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To use Creditor List in the Creditors submodule, you must have access to Finance & Administration as defined in Employee Cross-Company Access under Settings.

To search for debtor or creditor change log entries within a date range:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company in which you want to search for debtor or creditor change log entries within a specific date range.
  3. Take one of the following actions in the left pane of the Finance & Administration page:
    • Select Debtors > Debtor List.
    • Select Creditors > Creditor List.
  4. On the List tab, select the debtor or creditor that is connected with the change log entries for which you are looking.
  5. On the Changelog tab , use the Period fields to enter the start and end dates for the date range.