Debt Management

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.