Search Debtors for Remainder Handling Transactions

Search for a specific item for remainder handling using keywords to limit the items that are displayed on the Remainder Handling 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 search debtors for remainder handling 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 debtors whose remainder handling transactions you are looking for.
3. In the left pane of the Finance & Administration page, select Debtors > Debtor List.
4. Click the List tab and highlight the debtor with the remainder handling transaction that you are looking for.
5. Click the Remainder Handling tab.
6. On the grid toolbar, use the Search field to enter a keyword that is associated with the remainder handling transaction.