Debtor Analysis Search
Analysis of all the posted customer/ debtor information in one place
| Search | The search button will search for the items you selected for search |
| View | The View button allows the user to see the details of a quote or invoice etc. |
| Clone | This button |
| Create Template | |
| Related Transactions | This will show the related transaction of an invoice Quote etc. |
| Create Reminder | A reminder can be created in this field for this debtor or yourself depending on what the purpose of the reminder is for. |
| Export | The export button allows the exporting of data to an Excel spreadsheet |
| Print Grid | The print button will open a quote print selection window and that will allow you to select what you want to have on your printout |
| Print Doc | |
| 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 |
Print Drop Down
The print drop down allows you to print customer/ debtor or customer information by the information below:
- Statement PDF
- Allocation Report
- Linked Serial Numbers
- Debtor Enquiry
| Print Statement PDF | A PDF statement for this debtor can be printed |
| Print Allocation Report | From here an allocation report for this debtor can be generated. |
| View Linked S/N | This allows the user to view serial numbers that are linked to items |
| Debtor/ Customer Enquiry |
Related Transactions
This part shows the accounts involved in a transaction
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| Transaction List Tab | shows a list of transactions involved |
| View Accounts Tab | to view the t-accounts |
| Print Grid button | to print the transactions |
| Print T Account button | to print the T accounts |
Tabs defined
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 |