Difference between revisions of "How do I Report on Held Documents?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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The following article explains how you can use the system to report on any documents you have set to "Hold" on the system.
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The following article explains how to report on any documents you have put on "Hold".
  
 
== More Information ==
 
== More Information ==
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Go to {{Menu|Accounts|{{RP}}|Reports|Held Document Reports}}
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Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}.
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* You can set the {{DataPrompt|Report To}} Field can be set to show the results on Screen ({{DataValue|S}}) or to Printer ({{DataValue|P}}).
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* Click {{Button|Advanced}} to enter the details of the documents you want to report on e.g specify a Supplier Account.
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* The {{DataPrompt|Ledger}} Field allows you to Choose between Sales ledger invoices ({{DataValue|S}}) or Purchase Ledger invoices ({{DataValue|P}}).
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* When you have entered all the filters you need, click {{Button|Search}}.
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* At {{DataPrompt|Account}}, type in the customer's account code if known, or [[How do I Find a Customer?|search]] for a customer. If left Blank this will show all accounts
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* Click {{Button|Print}} at the top of the page.
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* On the {{DataPrompt|Hold Expiring From\To}} you can use this to restrict the report to any date you like. If left blank this will show all transactions on all dates.
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* Select {{Button|Print}} or choose to export the list to Excel or CSV output.
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* When you have entered all the filters you need press {{KeyPress|F2}} to produce the report.
 
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=== Example of Report Output ===
 
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Here is an example of the results of the report
 
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<pre>
 
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Account  Document    Amount      Balance        Held      Expires
 
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ALF001  23895778      100.00      100.00      100.00  00/00/0000
 
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</pre>
 
  
 
== See also ==
 
== See also ==
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* [[How do I put a customer\supplier invoice on hold?]]
 
* [[How do I Deal with Debt Chasing?]]
 
* [[How do I Deal with Debt Chasing?]]
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* [[Posting Payments Received]]
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* [[Posting payments received]]
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* [[How do I Write Off Bad Debts?]]
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* [[How do I write off bad debts?]]
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{{KB_Tags|doc, document, documents, hold, holds, payments, debts, held document, on stop, expiry}}
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{{How}}{{ZN_Accounts}}{{ZN_Admin}}
  
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{{KB_Tags|Doc, Document, Documents, Hold, Holds, payments, debts}} 
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{{KB_Ref|GR56}}
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{{ZN_Admin}} {{ZN_Accounts}}
 

Latest revision as of 06:27, 20 December 2019

Summary

The following article explains how to report on any documents you have put on "Hold".

More Information

Go to " Reports & Settings Maintenance Options Add or Edit Document Holds".

  • Click [Advanced] to enter the details of the documents you want to report on e.g specify a Supplier Account.
  • When you have entered all the filters you need, click [Search].
  • Click [Print] at the top of the page.
  • Select [Print] or choose to export the list to Excel or CSV output.

See also


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Keywords AND Misspellings
doc, document, documents, hold, holds, payments, debts, held document, on stop, expiry
Tags

GR56

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