WorkBook

Filter Debtors

Filter the debtor list to view which debtors are active and which ones are blocked. You can also display the names and details for active and blocked debtors concurrently.

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 the debtor list:

  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 debtor list 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 select any of the following filters on the grid toolbar:
    • Active: Use this filter to display debtors that have active transactions with the Company.
    • Blocked: Use this filter to display the debtors that are blocked by the Company.
    • All: Use this filter to display all debtors in the grid.