How do I Report on Held Documents?

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

• How do I Deal with Debt Chasing?
• Posting Payments Received
• How do I Write Off Bad Debts?

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Keywords AND Misspellings

Doc, Document, Documents, Hold, Holds, payments, debts