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

Latest revision as of 06:27, 20 December 2019

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

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.

@@ Line 4: / Line 4: @@
 == More Information ==
 Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}.
-* Press {{KeyPress|F9}} to enter the details of the documents you want to report on.
+* Click {{Button|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, press {{KeyPress|F2}} to produce the report.
+* When you have entered all the filters you need, click {{Button|Search}}.
-* If you want to export the list then select {{KeyPress|C-P}} to be able to print or export the list to Excel or CSV output.
+* Click {{Button|Print}} at the top of the page.
+* Select {{Button|Print}} or choose to export the list to Excel or CSV output.
 == See also ==
-* [[How do I Put a Customer\Supplier Invoice on Hold?]]
+* [[How do I put a customer\supplier invoice on hold?]]
 * [[How do I Deal with Debt Chasing?]]
-* [[Posting Payments Received]]
+* [[Posting payments received]]
-* [[How do I Write Off Bad Debts?]]
+* [[How do I write off bad debts?]]
+{{KB_Tags|doc, document, documents, hold, holds, payments, debts, held document, on stop, expiry}}
+{{How}}{{ZN_Accounts}}{{ZN_Admin}}
-{{KB_Tags|Doc, Document, Documents, Hold, Holds, payments, debts, held document, on stop, expiry}}
-{{ZN_Admin}} {{ZN_Accounts}}
 {{KB_Ref|GR56}}