Difference between revisions of "How do I Report on Held Documents?"
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Katy Kitchen (talk | contribs) (→More Information) |
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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. | ||
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* [[How do I Write Off Bad Debts?]] | * [[How do I Write Off Bad Debts?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|doc, document, documents, hold, holds, payments, debts, held document, on stop, expiry}} |
| − | {{ | + | {{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
- 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
