How To: Print a Debtors or Creditors Report
Table Of Contents
Introduction
The Debt Management screen provides a quick way to print basic Debtors and Creditors reports.
These reports can be useful for reviewing outstanding customer balances, supplier liabilities and debt management activities.
Looking for more detail?
For enhanced reporting options, see How To: Print a Detailed Debtors or Creditors Report.
Print a Debtors Report
- Open the [ Accounts | Debt Management ] tab.
- Select the Debtors radio button.
- Click Go to populate the grid.
- Highlight the rows you want to include in the report using green selection.
- Press Ctrl + P or click Print.
The Debtors report will be generated using the selected records.
Print a Creditors Report
- Open the [ Accounts | Debt Management ] tab.
- Select the Creditors radio button.
- Click Go to populate the grid.
- Highlight the rows you want to include in the report using green selection.
- Press Ctrl + P or click Print.
The Creditors report will be generated using the selected records.
Tips
- Use green selection to print only the records you need.
- Click Go after changing between Debtors and Creditors to refresh the data.
- Review the report before printing to ensure the correct records have been selected.
- For more comprehensive information, use the detailed Debtors and Creditors reporting options.
Additional Information
Debtors Reports
Debtors reports show customers with outstanding balances and can help you:
- Review overdue accounts.
- Monitor cash flow.
- Support credit control activities.
Creditors Reports
Creditors reports show supplier balances and can help you:
- Track outstanding liabilities.
- Plan supplier payments.
- Support purchase ledger reconciliation.