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
|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
The order in which the companies will display in the report.
Filter the list of companies based on the status of the company documents
Select Company Info | Client Data.Current Client Companies Only to only show companies marked as current. The Current Client setting is located under
|Report Date||Date to display on the report.|
The Document Status Listing can be exported as an XLS or PDF file.