Difference between revisions of "How do I Report on Held Documents?"
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== More Information == | == More Information == | ||
Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}. | Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}. | ||
| − | * | + | * 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, | + | * When you have entered all the filters you need, click {{Button|Search}}. |
| − | * | + | * 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 == | == See also == | ||
Revision as of 14:19, 6 December 2017
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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