Debtor List

Use Debtor List in the Debtors submodule in the Finance & Administration module to view the full list of debtors that have current and overdue balances, debtor transactions, unmatched invoices for elimination, and invoices that have remainder balances. Debtor List enables you to modify debtor information and manage debtor communication logs. Debtor List also gives you information on when and how much you will be paid.

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

Debtor List provides the following tabs:

• List: Displays debtor information such as balances, amounts due, and contact information. You can filter the information by selecting any of the views from the drop-down menu in the grid toolbar.
• Transactions: Displays the breakdown of the total amount that you selected in the List tab. It also displays the statuses of debtor vouchers and the outstanding incoming payments.
• Elimination: Enables you to match unapplied client receipts to sales invoices.
• Remainder Handling: Enables you to manage invoices that have remainder balances such as currency differences.
• Emails: Displays all email communications with debtors and lets you manage those communications.
• Communication Log: Displays email and phone communications with debtors and lets you manage those communications.
• Changelog: Displays a log of table changes and change requests made to debtor information.
• Debtor Conversation: Displays chat conversations with debtors and lets you manage those chat conversations.

You can also use Debtor Information Card on the grid toolbar to view and update debtor information and bank settings and add or delete communication logs between debtors and customers.