Filter Debtor Transactions in the Transactions and Due Invoices Subgrid

Use the filter option of the Transactions and Due Invoices subgrid to filter debtor transactions.

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 in the Transactions and Due Invoices Subgrid:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to filter debtor transactions in the Transactions and Due Invoices subgrid.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the transactions that you want to filter.
5. On the grid toolbar, click Show/hide subgrid .
6. In the Transactions and Due Invoices subgrid, click the Debtor Transactions tab.
7. On the subgrid toolbar, select any of the following filters:
   • Open: Use this filter to display open transactions.
   • Closed: Use this filter to display closed transactions.
   • Due: Use this filter to display due transactions.
   • All: Use this filter to display all transactions.