Filter Debtor Transactions

Filter the transaction items you want to display by selecting a transaction status in the grid toolbar of the Transactions tab.

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

To filter debtor transactions:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company containing the transactions that you want to filter.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtors list.
4. Click the List tab and highlight the debtor with the transactions that you want to filter.
5. Click the Transactions tab and select any of the following filters on the grid toolbar:
   • Open: You can use this filter to display open transactions. These transactions have outstanding balances and need to be matched with a payment before they are closed. Open transactions may also include transactions that are not yet due.
   • Closed: You can use this filter to display the settled or closed transactions.
   • Due: You can use this filter to display transactions with outstanding or remaining balances.
   • All: You can use this filter to display all transactions regardless of status.