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
|From the Main Toolbar, navigate to Reports|
Select Document Status Listing Report
CAS 360 will display the Report Filters screen.
The order in which the companies will display in the report.
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