Debtors Summary Report
Debtors>Reports>Report List
This is a debtor’s summary report
| Debtor From / Debtor To | Select a Customer/Debtor you wish to view the report from. Select the Customer/Debtor you wish to see up to in the report. |
| Division | If you have multiple Divisions, by selecting this will add this column to your report. |
| Region | If you have Regions, this will add Regions to the report. |
| Status | If you select all the report will pull all statuses. If you want to view report by status, select the status on the drop-down menu |
| Account Manager | If you have account managers, you can select an account manager from the drop-down menu to filter for only that person's accounts. |
| Sales Rep | |
| Debtor Code | |
| Division | |
| Region | |
| Status | |
| Account Mgr | |
| Sales Rep | If you have sales reps, you can tick the box and this will add this to your report |
| Financial Year From / Financial Year To | Select the Financial Year from and To, for the range you want the report pulled for |
| Financial Period From | to select period from the drop-down menu |
| Print Debtors with no transactions | to tick the box in order to include customers without transactions on the report |
| Custom Periods | to tick the box in order to include custom fields on the report |
| Financial Year To | to select year to from the drop down arrow |
| Financial Period To | to select period to, from the drop down arrow |
| Compare Last Year |