Difference between revisions of "How do I Report on Held Documents?"

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== More Information ==
 
== More Information ==
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Go to {{Menu|Accounts|{{RP}}|Reports|Held Document Reports}}.
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Go to {{Menu|{{RP}}|Maintenance Options|Add or Edit Document Holds}}.
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* At {{DataPrompt|Report To}}, choose either Screen ({{DataValue|S}}) or Printer ({{DataValue|P}}).
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* Press {{KeyPress|F9}} to enter the details of the documents you want to report on.
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* At {{DataPrompt|Ledger}}, choose Sales Ledger ({{DataValue|S}}) or Purchase Ledger ({{DataValue|P}}).
 
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* 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.
 
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* At {{DataPrompt|Hold Expiring From\To}}, use this to restrict the report to the relevant expiry dates.
 
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** 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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* If you want to export the list then select {{KeyPress|C-P}} to be able to print or export the list to Excel or CSV output.
  
 
== See also ==
 
== See also ==
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{{KB_Tags|Doc, Document, Documents, Hold, Holds, payments, debts, held document, on stop, expiry}}   
 
{{KB_Tags|Doc, Document, Documents, Hold, Holds, payments, debts, held document, on stop, expiry}}   
 
{{ZN_Admin}} {{ZN_Accounts}}
 
{{ZN_Admin}} {{ZN_Accounts}}
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{{KB_Ref|GR56}}

Revision as of 08:38, 23 October 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".

  • Press <F9> to enter the details of the documents you want to report on.
  • When you have entered all the filters you need, press <F2> to produce the report.
  • If you want to export the list then select <Ctrl+P> to be able to print or 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

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