How do I Report on Held Documents?

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?

Feedback

Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'

Keywords AND Misspellings

Doc, Document, Documents, Hold, Holds, payments, debts, held document, on stop, expiry