Note:-Invoices have to have been updated before they will appear on the Client Summary.
The Debt Management screen has 3 main tabs
- Filter On
This gives selection criteria for the Client Summary and the Reports. Once you filter on your selection you are left in the Client Summary area.
- Client Summary
An aged balance summary based on the selection criteria. Drill down from within this Client Summary gives you all the Debt Management options.
- Reports
Various reports are available based on the selection criteria.
The Current Period from the Control File is displayed at the top
Selection Date
This will default to the Current Period End so that your default picture is an aging profile set against this current month.
It is possible to change the selection date which will change the aging profile but still based on the current transactions in the system. You will need to change "Rcpts/Crdts to Date" & "Invoicing Period" selection criteria within the Filter to limit transactional data.