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.