How do I Report on Held Documents?
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Revision as of 16:00, 14 December 2011 by Richard Green (talk | contribs) (Created page with "{{Review}} == Summary == The following article explains how you can use the system to report on any documents you have set to "Hold" on the system. == More Information == Go to...")
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Summary
The following article explains how you can use the system to report on any documents you have set to "Hold" on the system.
More Information
Go to " Accounts Reports & Settings Reports Held Document Reports"
- You can set the "Report To" Field can be set to show the results on Screen ('S') or to Printer ('P').
- The "Ledger" Field allows you to Choose between Sales ledger invoices ('S') or Purchase Ledger invoices ('P').
- At "Account", type in the customer's account code if known, or search for a customer. If left Blank this will show all accounts
- On the "Hold Expiring From\To" you can use this to restrict the report to any date you like. If left blank this will show all transactions on all dates.
- When you have entered all the filters you need press <F2> to produce the report.
Example of Report Output
Here is an example of the results of the report
Account Document Amount Balance Held Expires ALF001 23895778 100.00 100.00 100.00 00/00/0000
See also