Document Status Listing

  • Updated

Overview


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 and Date
  • The Document Name

Instructions


From the Main Toolbar, navigate to Reports mceclip0.png

Select Document Status Listing Report

CAS 360 will display the Report Filters screen.

Report Filters 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.

Report Date Set a Date to be displayed on the report.

Document Status Options

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

Click on a status to hide/display companies.

Label Set a Company Label as a filter when preparing the Report.

Select one or multiple companies, and click Snap1.png

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