Find documents to process in a list

The Documents to Process List contains reminders for recurring documents that you have created for later use. For more information, see Create a recurring document.

  1. On the Company, Customers, Vendors, Employees, or Banking home page, in the Navigation Pane, under Find, click Documents to Process.

  2. Do one or more of the following:

    • Open a document to process.

      1. Select one or more (up to 10) scheduled documents in the list.


      Do this

      Select one document

      Click the document name.

      Select multiple documents in the list

      Hold down the CTRL key and select individual documents, or hold down the SHIFT key and select a range of documents.

      Select all the documents in the list

      On the Edit menu, click Select All.

      Cancel a selection

      Hold down the CTRL key, and then click the document.

      1. On the File menu, click Open Selected Items.

    • Find a document to process by keyword.

      1. On the toolbar, click Find.

      2. In the Look for box, type a keyword.

      3. Click the arrow next to Search under, and then select a column title.

      4. Click Find.

      5. To return to the full list, click Clear.

For more information about how to print a list, modify its layout, or export the data to Microsoft Office Excel, see Working with lists.

Related topics

Manage recurring documents

Save as Recurring Document dialog box: options and information

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