This report, also known as the Aged Debtors Report, shows the outstanding
monthly balances for customers. It can be used to help chase debts, along
with other Credit Control activities.
1. Select Gx Sales on the toolbar.
2. Select Reports from the menu.
3. Double-click Debtors Report from the list of reports.
4. You can run the report for a range of account codes, or individually
selected customers, or include selection criteria to search for a specific
group of accounts. To include a range, type the first and last accounts to
be included in the From Account and To Account fields. You can use
the icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click here for instructions on using the
account search facility.
5. Having made your account selection, choose how you want to order the
report using the Sort Report By options. If you select Rep Code or Area
Code, you will be prompted for the rep or area range you want to include
in the report. Make your selections from the drop-down menus.
6. Tick the check-box to Include Accounts with a Zero Balance if required.
7. Tick the check-box to Include Transactions if required.
8. Click Ok.
9. Choose where you want to Send Report To.(more info)
Click here to view an example of the Debtors Report without transactions.
Report Checks: the Debtors report total for all accounts should agree with
the Debtors account current balance in nominal account enquiries.
The
previous months Debtors report total plus this months Sales Ledger Daybook
Report total should equal this months Debtors report total.
icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click
here for instructions on using the
account search facility.