How do I Report on Held Documents?
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Revision as of 21:20, 17 August 2017 by Katy Kitchen (talk | contribs)
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?