Weekly Debt Movement Summary

Debtors>Reports>Report List 

 Shows a summary and detail movement of transactions between a specific date range. 

 

 This is a report that shows a debtor’ summary of transactions movement 

 

 

 

 Date From / Date To 

 Choose the date range for which you want to view the report from / Select a date range of when you want to see up to on the report. 

 

 

 Billing Group 

 If you have set up billing groups you will be able to pull the report for a specific billing group 

 

 

 Sales Rep 

 If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. 

 

 

 Include (Excluded Debtors) 

 It gives the user an option to include or exclude debtors on the report by ticking or not ticking the box 

 

 

 Show Division 

 Tick this box if you want to add a column to your report that shows the Divisions 

 

 

 Show Posted By 

 Tick this box if you want to add a column to your report that shows who processed the transaction 

 

 

 Excl. Branch Transactions 

 it gives the user an option to include or exclude branch transactions on the report by ticking the box 

 

 

 Show Region 

 Tick this box if you want to add a column to your report that shows the regions