Creditors Analysis
Creditors >Analysis > Creditors Analysis
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This form shows a financial record of a selected creditor. One can search by selecting from the following
| Standard Top Tab | |
| Creditor’s Name | to search by selecting the creditor |
| Outstanding Balance | creditor’s outstanding balance and comes up automatically as soon as the creditor is selected |
| Date From | allows a user to back date in order to find creditor financial records |
| Date To | to limit creditor’s analysis search run |
| Order By | to search by selecting order by from the drop down arrow |
| Currency | currency used by the creditor |
| Notes Tab | allows a user to search the notes made against the debtor |
| Contact | search by selecting from the contact from the drop down arrow |
| Show Complete | search completed notes by selecting from the drop down arrow |
| Sort By | search customer’s notes by selecting sort by from the drop down arrow |
| Notes Tab | |
| Search | from selecting the Contact from the drop down arrow |
| Insert button | to insert a note |
| Amend button | allows changes to be made on the notes |
| Delete button | to delete the note |
| View button | to view the notes |
| Email Reminder button | to email the reminder |
| Below Tabs | will show the list of selected creditor’s record according to the date selected |
| Transaction Tab | shows a list of creditor’s entries according to the date |
| Purchase Order Tab | shows creditor’s purchase orders records |
| Del Note Tab | shows a list of delivery notes transactions |
| Goods Received Note Tab | shows a list of GRV transactions |
| Stock Return Tab | shows a list of stock returns transactions |
| Debit Allocation Tab | shows a list of debit allocation transactions and allows a user to search by selecting the Status from the drop down arrow |
| Credit Allocation Tab | shows a list of credit allocations transactions |
| Cashbook | shows a list of cashbooks |
| Journals Tab | shows a list of journals transactions |
| Standard Bottom Tabs | |
| Export | Exports the selected creditors Analysis into an excel spread sheet. |
| Prints the selected creditor’s analysis | |
| View | allows the user to view selected creditors analysis items or edit the information. |
| Related Transactions | Shows the related transactions for the selected creditors analysis |
| Print Statements | to print selected creditor’s statement |
| Print Allocation Report | to print selected creditor’s allocations report |
| Print Decimals | to print selected creditors decimal reports |
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