Procedures
Use the procedures in this section to view the full list of debtors with current and overdue balances, debtor transactions, unmatched invoices for elimination, and invoices with remainder balances.
To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.
- Related Topics:
- List Tab
Use the procedures in this section to view debtor information such as balances, amounts due, and contact information. You can also filter the debtor information by selecting any of the views from the drop-down menu on the grid toolbar. - Transactions Tab
Use the procedures in this section to view the statuses of debtor vouchers, outstanding incoming payments, and the breakdown of the total amount that you selected in the List tab. - Elimination Tab
Use the procedures in this section to match unapplied client receipts to sales invoices. - Remainder Handling Tab
Use the procedures in this section to manage invoices with remainder balances such as currency differences. - Emails Tab
Use the procedures in this section to view and manage all email communications with debtors. - Communication Log Tab
Use the procedures in this section to view and manage email and phone communications with debtors. - Changelog Tab
Use the procedures in this section to view a log of table changes and change requests made to debtor information. - Debtor Conversation Tab
Use the procedures in this section to view and manage chat conversations with debtors. - Debtor Information Card
Use the procedures in this section to view and update debtor information and bank settings and add or delete communication logs between debtors and customers.
Parent Topic: Debtor List