How To: Print a Detailed Debtors or Creditors Report

A detailed Debtors or Creditors report displays the invoice details for each DC entry.

  1. Open an Accounts screen (show me how).
  2. Open the [ Accounts | Debt Management ] tab.
  3. Tick the Debtors or Creditors checkbox.
  4. Add other filters as required, such as the date range or Customer Classification.
  5. Click on the Go button.
  6. Focus in the Owed column.
  7. Press Ctrl+U to apply a descending sort (so the customer or supplier with the biggest outstanding balance is at the top).
  8. Select the items customers or suppliers you wish to report on, or Ctrl+A to select all.
  9. Right Click in the grid and from the context menu select Detailed Report (Includes Invoices), the report will be displayed and can then be printed or saved.

Note: the report will display in Base currency unless you have filtered on a currency and then the currency amount will be displayed along with the Base currency amount for companies who use a non-base currency. Currency symbols will be displayed in the report so you can easily see the different currency amounts.

See Also

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