Difference between revisions of "How do I Report on Held Documents?"
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* At {{DataPrompt|Ledger}}, choose Sales Ledger ({{DataValue|S}}) or Purchase Ledger ({{DataValue|P}}). | * At {{DataPrompt|Ledger}}, choose Sales Ledger ({{DataValue|S}}) or Purchase Ledger ({{DataValue|P}}). | ||
* 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|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 | + | * At {{DataPrompt|Hold Expiring From\To}}, use this to restrict the report to the relevant expiry dates. |
| + | ** Leave the dates blank to show all hold records, including those with no expiry date set. | ||
* 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. | ||
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== See also == | == See also == | ||
| + | * [[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 Payments Received]] | * [[Posting Payments Received]] | ||
* [[How do I Write Off Bad Debts?]] | * [[How do I Write Off Bad Debts?]] | ||
| − | {{KB_Tags|Doc, Document, Documents, Hold, Holds, payments, debts}} | + | {{KB_Tags|Doc, Document, Documents, Hold, Holds, payments, debts, held document, on stop, expiry}} |
{{ZN_Admin}} {{ZN_Accounts}} | {{ZN_Admin}} {{ZN_Accounts}} | ||
Revision as of 21:20, 17 August 2017
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 dates.
- Leave the dates blank to show all hold records, including those with no expiry date set.
- When you have entered all the filters you need, press <F2> to produce the report.
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?
