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
Print	– 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