Filter Debtor Transactions

Filter the transaction items that you want to display by selecting a transaction status in the grid toolbar of the Transactions tab.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To filter debtor transactions:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the transactions that you want to filter.
3. In the left pane of the Finance & Administration page, click Debtors > Debtors List.
4. Click the List tab and highlight the debtor that has the transactions that you want to filter.
5. Click the Transactions tab and select any of the following filters on the grid toolbar:
   • Open: Use this filter to display open transactions. These transactions have outstanding balances and need to be matched with a payment before they are closed. Open transactions may also include transactions that are not yet due.
   • Closed: Use this filter to display the settled or closed transactions.
   • Due: Use this filter to display transactions that have outstanding or remaining balances.
   • All: Use this filter to display all transactions, regardless of status.