Declaration Correction Reports
Creating a New Report
To create a Correction Report, first open the
Declaration Correction
screen from the Entry Verification
menu item and select an entry from the All Entries
tab. Once an entry has been selected, the Selected Entry
tab will open. In the Selected Entry
tab, click Generate Report
. 
Clicking
Generate Report
will open the Generate Report
pop-up window. Choose a Report Type (Microsoft Excel or Adobe PDF), and then click Generate Report
. 
Once the report has generated, it can be opened for viewing and saved to the local drive. The report will automatically save to the
Document Retention
screen. 
Clients configured with the Multi-HS functionality enabled will also see the Sequence Number in parentheses next to the Line Number.
Viewing Existing Reports in Document Retention
To open an existing report, click
Document Retention
at the top right of the Declaration Correction
screen. 
Clicking on
Document Retention
will open a pop-up window version of the Document Retention
screen, which contains all correction reports generated for the selected entry.To add supplementary documents to a report, select a Document Type, choose a file from the local drive to attach, and then click the
Attached Document
button. 
Emailing a Corrections Report
To email a corrections report, click on the
Email Report(s)
link. The rest of the email process is described in more detail in the Creating an Email
section of this help documentation. 
Creating an E-mail Template
To create a new e-mail template, click the
Email Templates
link at the top right of the Declaration Correction
screen.
Clicking
Email Templates
will open the Email Templates
screen. This screen contains all current email templates within the ONESOURCE Entry Verification system. Click Add Email Template
. 
Clicking
Add Email Template
will open a blank email pop-up window. Populate the fields and enter a message as needed, and then click Save
. 
Related Content
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Declaration Correction
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