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Requires Follow-up

The Requires Follow-up report can be used like a check list of transactions that need extra work, information or amendments. Think of it like a queue of unfinished work. As you enter transactions you can tick the requires follow-up box which will have them appear in this report. When you have done the required follow-up for your transaction just un-tick the box in the transaction and it will no longer appear in the report.

Some reasons you might do this when entering transactions are -