Open the source document from a booking

Every booking on a ledger account is linked to the source document it originates from. By clicking a booking row you open the corresponding purchase invoice, sales invoice or bank page directly.

Open a source document from a booking

1. Go to Reports;

2. Click the ledger account whose bookings you want to view;
3. Click the booking row you want to inspect.

Protiva opens the source document based on the booking type: a purchase invoice opens the edit page of that invoice, a sales invoice opens the detail page and a bank booking takes you to the bank page. If a booking has no linked source document, nothing happens when you click.