Search for Debtor Information

Use the List tab to search for specific debtors based on keywords.

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

To search for debtor information:

  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 information that you are looking for.
  3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
  4. Click the List tab and use the Search field to enter a keyword that is associated with the debtor.