Navigation Part 2 - Navigating Records and Transactions

Navigation Part 2 - Navigating Records and Transactions

Introduction to Part 2 of General Navigation in Thrive

After reviewing Navigation Part 1 - Using the Navigation Bar, Side Menu and Modules List , this guide will cover how to navigate record lists such as customer accounts, and navigating transaction lists.

Table of Contents

Video walkthrough Part 2: Navigating Records and Transactions

Viewing Records and Transactions

You can view a record or transaction two ways:

  1. Click the Account Code for a record.
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  2. Or view a record by opening the overflow menu and clicking View Details.
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Editing Records and Transactions

You can edit any record two ways:

  1. Open the overflow menu and clicking Edit.
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  2. Viewing a record page, and clicking the Edit button.
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When editing a record, you can save changes by clicking Save. To discard any changes you made, click Cancel.

Navigating Between Pages on Record and Transaction Lists

  • Lists can show a maximum of 15 records on screen. To view more records or transactions, scroll to the bottom of the list and use the pagination controls.
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  • You can use the left ◀️, and right ▶️ navigation buttons to go backwards and forwards through the list.
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  • Clicking each number will take you to that page number in the overall list of records.

The Overflow Menu and More Actions

  • The overflow menu contains actions you can apply to records in a list.
  • The more actions dropdown is for record and transaction screens, and shows the same list of actions from the overflow

How to access the overflow menu

  • Click the 3 dots beside any list item.

The overflow for records lists

Each record list has a unique set of actions - but here are the common actions:

  1. View Details - Opens the record in view mode. Same functionality as clicking the name of a record.
  2. Edit - Opens the record in edit mode.
  3. Deactivate/Activate - Allows you to disable active record, and then activate inactive records. While deactivated, this will pause all future transactions relating to a record.

For details on the Customer Accounts overflow menu, see

The Overflow menu for transaction lists

  • The overflow menu differs from one transaction to the other, and changes based on the status of a transaction.
  • For more information about the options available, see the dedicated page for each transaction type.
  • The common actions are:
    • View details - View the selected transaction and it’s line items.
    • Edit - Edit the transaction (only applies if a transaction is active. Not available for Delivery Dockets)
    • Documents - View, Edit or Upload attached documents for a transaction.
    • Analysis (Sales Only) - View the Transaction Analysis for this customer. Will show balance, last receipt, and ageing. For more information, see [link to transaction analysis guide]
    • Copy - allows you to create a duplicate of the selected transaction.

How to access Actions/More Actions

  • For record types that have a viewable page, such as Customer Accounts, the More Actions Dropdown will display the same list of actions as on the overflow menu.
  • The same can be accessed from any transaction page under Actions.
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How to Filter Records and Transaction Lists

Filtering Record Lists

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  • You can filter records using the input fields above the list of records.
  • Here’s a breakdown of the controls:
    • Any field with the text ‘Search’ within the input field - This is a searchable field, where you can enter text, such as an account code, to find a record
    • Any field with the text ‘Select’ within the input field - This is a dropdown list, where you select which item to filter the list to.
    • Filter - Applies the filters you entered to the list.
    • Reset - Resets the filter fields to empty.

How to filter the list

  1. Select a field to filter by. This can be searching for an account, or selecting a list item.
  2. Click Filter to apply your options.

How to reset your filters

  1. Click Reset to reset each filter field.
  2. Click Filter to reset the list.

How to filter transaction lists

  • In addition to searching for specific records, Transactions have additional filters available.
  • The available filters differ slightly across transactions. For more information about the options available, see the dedicated page for each transaction type.
  • The common filters are:
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    1. Number From - To - Specify a range of transactions to filter by. E.g. ORD00010-ORD00100 will show all transactions between and including ORD00010 and ORD00100.
    2. Date From - A Date picker to specify what date to start filtering from.
    3. Date To - A Date picker to specify what date to finish filtering to.
    4. Period From - To - Specify a range of periods to filter by. E.g. 2310-2404 will show all transactions between and including the 2310 and 2404.
    5. Account - Searchable list of accounts records to filter by.
    6. Reference - Filter by the reference from a transaction. Must be exact match.
    7. Status - Dropdown list to filter list to only the specified status.
    8. Source - Filter by the source transaction used to create a new transaction. E.g. QUO0001 will filter to any Orders that were generated using this Quote Number.
    9. Linked - Filter by the linked transaction used to create future transactions. E.g. DEL0001 will filter to the Order used to create this Delivery Docket.

Filtering FAQ

Can I combine filters in Thrive?

  • Yes - simply fill out the filters you wish to combine. Thrive will intelligently search the transaction list using both filters.
  • For example - Let’s filter our list to transaction numbers within ORD00010-ORD00100, and the Customer Account ROS001: Roscommon GAA. This will only show transactions within our range that were created for this customer.
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How do reset a single filter in my search?

  • Click the x icon ❌ in the field to reset that field. Then click Filter. Any other filters you added will remain intact.
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