Finalize Debtor Transaction Selections

Use Finalise selections to finalize the transaction selections of selected debtors and convert them to financial transactions.

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

To finalize debtor transaction selections:

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 debtor transaction selections that you want to finalize.
3. In the left pane of the Finance & Administration screen, select Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the transaction selections that you want to finalize.
5. Click the Remainder handling tab and click Finalise Selections .
6. In the Finalise selection dialog box, select the applicable date and click OK.