Open documents in a lightbox pop-up

When you need to find a certain document but aren’t sure which one or you want to modify and save several documents in a row, it can be handy to do this without having to click back all the time in your browser and having to search again.

It is possible in Qbil-Trade to open multiple documents in a row without ever having to close your search results! You can do this by holding either the SHIFT or CTRL button and clicking one of the search results. This will open the document in what is called a “Lightbox”. It allows you to open and close documents while having your search results and filters still active in the background.

The regular way of opening a sales invoice where the search results get lost after opening the sales invoice and going back:

Holding SHIFT or CTRL and clicking the sales invoice. Opens the document in a nearly full size pop-up and fades the background in a grey shadow. On the top-right hand side there is an ( X ) to close the pop-up:

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Updated on September 19, 2024

FAQ'S

Accounts and Financial

  • Unable to find invoice for export in current month

    Invoices are displayed on the export screen in a particular month. The month of the invoice is taken from the invoice date and not from another date, such as the due date.

    The invoice date is therefore leading in terms of month for export periods. For example: Invoice date 22-05-2022 and due date 15-06-2022. This invoice will appear in the export under the month May.