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.  
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* 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.
  
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* [[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}}
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{{KB_Tags|doc, document, documents, hold, holds, payments, debts, held document, on stop, expiry}}
{{ZN_Admin}} {{ZN_Accounts}}
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{{ZN_Accounts}}{{ZN_Admin}}
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{{KB_Ref|GR56}}
 
{{KB_Ref|GR56}}

Revision as of 06:31, 22 December 2018

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