Accountants Enterprise only
The purpose of this report is to select and print the details of the Returns that have and have not reached a certain stage of Event.
To produce an Exception report
- Select Reports > Exception report ... .The Exception Report dialog opens.
- Choose the Event to report on by clicking the ellipsis and choosing from the list in the Select Event dialog.
- Choose the Step to report on by clicking the ellipsis and choosing from the list in the Select Step for Event dialog.
- To only report on Events that have not yet reached this stage tick the Exclude Returns at or past this Step checkbox.
- The default for the Title of incomplete Event:Step: field is NOT REACHED and the default for the Title for complete Events:Step: field is COMPLETE. These titles can be changed by over-typing the defaults with customised text.
- The default layout for the report is Exception Report Combined. Another layout can be chosen by clicking the ellipsis and choosing from the list in the Select Letter dialog.
- Choose either the Normal or Alternate sequence selection of return to report on.
- From the Re-sorting options choose the order in which the Events appear in the report. Tick the New page on new code checkbox to start each Report code on a new page.
- Click OK to continue to the Print dialog.
- From the Print dialog choose whether to Preview, Print, or send the report to Disk. Disk reporting is only available if DRF is installed.
- The Record Selection dialog allows for further selection criteria to be entered. Select a Sequence type from the options and then click Edit to define the parameters.
- Click OK to finalise the report.
Alternative range
This allows selection by:
Return Code: Event: Step
Partner
Manager
Employee
Event: Step
Normal range
This allows selection by:
Return Code: Event Code: Step Code
Tax File Number
Alternative TFN
Event Code: Step Code
