Debtor Analysis Help
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| Search | search button will search for the items selected for search |
| Export | the export button allows the exporting of data to an excel spreadsheet |
| will open a quote print selection window and that will allow you select what you want to have on your print out | |
| View | The View button allows the user to see the details of a quote or invoice etc. |
| View Linked S/N | this allows the user to view serial numbers that are linked to items |
| Related Transactions | this will show the related transaction of an invoice Quote etc. |
| Print Allocation Report | from here an allocation report for this debtor can be generated. |
| Print Statement PDF | a PDF statement for this debtor can be printed |
| Create Reminder | a reminder can be created in this field for this debtor or self-depending what the Purpose of the reminder is for. |
| Customer | This is where you enter the details of your customer. |
| Outstanding Balances | this is the monies owed to you by this client. |
| Date From and date to | this is the date range that governs the display of transactions against this client. |
| Order By | this is the directive in which you want the information to be displayed. |
| Currency | this is the currency used for this debtor as setup in the debtor’s setup. |
| Total, current, 30 days etc. | this displays the total monies due and at a certain periods |
The following tabs work like dashboard tabs where the user gets to have an overall view of the transactions against the selected Client.
| Transactions Tab | will list all the transactions for this debtor (date range inconsideration) |
| Debtor Detail | will display the company information for the selected client |
| Quotes | will show all the quotes |
| Jobs | shows all the Jobs |
| Invoices | Shows All the Invoices |
| Credit Notes | Any Available Credit Notes |
| Debit Allocations | Shows Debit allocations |
| Credit Allocations | Shows Credit allocations |
| Cashbooks | shows you the available processed cashbooks |
| Journals | will display all the processed Journals for this Debtor |