How do I review hold records?
From Catalyst
Summary
This article explains how you can review held documents by account or as an overview.
More Information
Document held records are stored against the customer/supplier and document. They can be created, amended e.g. to change the expiry date or amount on hold and article and removed.
View Per Account
When in a customer or supplier account you may either press <Shift+F2> to view hold records or press {{KeyPressS-F6}] for a debt breakdown which will also show the total amount on hold.
View All Records
Go to " Reports & Settings Maintenance Options Add or Edit Document Holds".
- Click [Advanced] and select the "Ledger".
- Set any other ranges if required e.g. choose a specific customer or supplier.
- Click [List] to see all hold records
- You may export the list to file if you wish to review it externally by pressing <Ctrl+P> and choosing [Excel] or [CSV].
See also
- How do I put a customer\supplier invoice on hold?
- How do I take a customer\supplier invoice off hold?
- How do I amend a document held record?
- Posting payments received
- Paying suppliers
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Tags
GR56, PL04, SL04
