Document Status Listing

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Details

The Document Status Listing lists all the documents saved in the Documents screen for the selected company(s).

The listing report includes document information such as:

  • the due date for lodgement
  • potential late fee penalties that may apply
  • the document status
  • the document name

Instructions

From the Main Toolbar, go to Reports

Select Document Status Listing Report

CAS 360 will display the Document Status Listing screen.

Select the Company(s) to display in the Document Status Listing report by flagging the tick box 

Use the search field to filter the list of companies

Field Explanation
Report Order

The order in which the companies will display in the report.

Agent

Filter the list of companies on the Agent selected for the company from the General Details screen

Document Status

Filter the list of companies based on the status of the company documents

Select  Current Client Companies Only to only show companies marked as current. The Current Client setting is located under Company Info | Client Data.

Report Date Date to display on the report.

Click 

The Document Status Listing can be exported as an XLS or PDF file.

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