Creditors Analysis Help

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

Date From – search customer’s notes by selecting the date from and the Date To

Sort By – search customer’s notes by selecting sort by from the drop down arrow

Notes Tab has five buttons

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.

Print – Prints the selected creditor’s analysis

View – allows the user to view selected creditors analysis items or edit the information.

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