Difference between revisions of "How do I Report on Held Documents?"
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== Summary == | == Summary == | ||
| − | The following article explains how | + | The following article explains how to report on any documents you have put on "Hold". |
== More Information == | == More Information == | ||
| − | Go to {{Menu|Accounts|{{RP}}|Reports|Held Document Reports}} | + | Go to {{Menu|Accounts|{{RP}}|Reports|Held Document Reports}}. |
| − | * | + | * At {{DataPrompt|Report To}}, choose either Screen ({{DataValue|S}}) or Printer ({{DataValue|P}}). |
| − | * | + | * At {{DataPrompt|Ledger}}, choose Sales Ledger ({{DataValue|S}}) or Purchase Ledger ({{DataValue|P}}). |
| − | * At {{DataPrompt|Account}}, type in the customer | + | * At {{DataPrompt|Account}}, type in the customer or supplier account code if known, or [[How do I Find a Customer?|search]] for the account. If left blank, this will show all accounts. |
| − | * | + | * At {{DataPrompt|Hold Expiring From\To}}, use this to restrict the report to the relevant expiry date that you want. If left blank, this will show all transactions on all dates. |
| − | * 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, press {{KeyPress|F2}} to produce the report. |
=== Example of Report Output === | === Example of Report Output === | ||
Revision as of 11:27, 16 January 2012
Summary
The following article explains how to report on any documents you have put on "Hold".
More Information
Go to " Accounts Reports & Settings Reports Held Document Reports".
- At "Report To", choose either Screen ('S') or Printer ('P').
- At "Ledger", choose Sales Ledger ('S') or Purchase Ledger ('P').
- At "Account", type in the customer or supplier account code if known, or search for the account. If left blank, this will show all accounts.
- At "Hold Expiring From\To", use this to restrict the report to the relevant expiry date that you want. If left blank, this will show all transactions on all dates.
- When you have entered all the filters you need, press <F2> to produce the report.
Example of Report Output
Here is an example of the results of the report
Account Document Amount Balance Held Expires ALF001 23895778 100.00 100.00 100.00 00/00/0000
See also
