Detailed Age Analysis
Debtors>Reports>Report List
Report that shows detailed customers unallocated transactions
| 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. |
| Date To | Select the date that you want the report to pull up to. |
| Category | You can pull the report for all your debtors Categories, or you can select a specific Division from the drop-down menu if you have set up divisions for your debtors. |
| Division | You can pull the report for all your debtors Divisions, or you can select a specific Division from the drop-down menu if you have set up divisions for your debtors. |
| Region | You can pull the report for all your debtors Regions, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. |
| 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 | You can pull the report for all your debtors, or you can select a specific Account manager from the drop-down menu if you have set up Account Managers for your debtors. |
| Rep | You can pull the report for all your debtors Reps, or you can select a specific Rep from the drop-down menu if you have set up Reps for your debtors. |
| Sort By | You can choose to have the report sorted by the debtor's name or the category should you have categories set up. |
| Show Job No. | By Ticking the Show Job No. box, this will add a column with the Job Number to the report. |
| Summary View | By ticking the Summery View Box will limit the information in the report when generated. |
| Show Acc No. | By Ticking the Show Acc No. box, this will add a column with the Account Numbers to the report. |
| Show Tax Amt | By Ticking the Show Tax Amt box, this will add a column with the Tax amount to the report. |
| Tax Date To Filter |
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