Debtor Analysis
Job Costing>Analysis>Debtor Analysis
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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
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