Reports, Account Reports, Account Correspondence Exception List

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To open the Account Correspondence Exception List Report, from the Report menu, click Report Explorer and select the Account Reports group.

Report

Description	The Account Correspondence Exception Report lists Accounts "As at" a specified date, with outstanding correspondence exceptions which require attending to.
Purpose	Normally generated weekly to identify any accounts which may have been loaded incorrectly, i.e. no current Postal address loaded.

Reports, Account Correspondence Exception List

Select the Order By and Accounts to show

Order By

Select the order in which the report is to appear, by Code or Name.

Descending

Tick to display in a descending order or leave blank to display in an ascending order.

Accounts

Select the Accounts to be included or leave blank to include all.

Alternatively use F6 to look up Accounts.

Other Options

Tick to include "Clients That Receive Mail" in the report.

Select The Exceptions to include

Tick to include the relevant Exceptions in the report.

See Topics, for more information about Account Filters, Ranges, Grouping, Printer, Data Export, Add to Queue and Settings.