Difference between revisions of "How do I Report on Held Documents?"
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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. | * 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, click {{Button|Search}}. | * When you have entered all the filters you need, click {{Button|Search}}. | ||
| − | * Click {{Button|Print}} at the top of the page. | + | * Click {{Button|Print}} at the top of the page. |
* Select {{Button|Print}} or choose to export the list to Excel or CSV output. | * Select {{Button|Print}} or choose to export the list to Excel or CSV output. | ||
== See also == | == See also == | ||
| − | * [[How do I | + | * [[How do I put a customer\supplier invoice on hold?]] |
* [[How do I Deal with Debt Chasing?]] | * [[How do I Deal with Debt Chasing?]] | ||
| − | * [[Posting | + | * [[Posting payments received]] |
| − | * [[How do I | + | * [[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_Ref|GR56}} | {{KB_Ref|GR56}} | ||
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
- How do I put a customer\supplier invoice on hold?
- How do I Deal with Debt Chasing?
- Posting payments received
- How do I write off bad debts?
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Tags
GR56
