Viewing Your Creditors

Viewing Your Creditors

Overview  

This video will show you how to get an overview of your creditors. A step by step guide can be found below the video.


Steps 

Open the [ Accounts | Debt Management ] screen.

The screen consists of the following columns:
  1. URN: the suppliers URN.
  2. Name: the suppliers name.
  3. Total: total of all invoices which may be spread over various periods.
  4. Unalloc: amount of unallocated payments and/or credits on the account. Note: these will show as a minus figure.
  5. Owed: total minus the Unalloc values to show total owing, a negative figure indicates a credit balance.
  6. Credit Limit: displays the credit limit as set for each  Supplier in their [ Supplier | Detail | Financial ] tab.
  7. Current: period 0; new invoices.
  8. Period #: aged invoices based on month or week, amounts in red are overdue based on the supplier's credit terms.

Notes/Caveats 

The Filter button allows you to filter the grid by various options. It is worth having a look to see what is available and what suits your business requirements.




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