Page Comparison

This report is similar to Monitor Outstanding Invoice Report, where all outstanding documents are displayed. Instead of showing the exact number of days where a document is outstanding, this report display them into various columns, based on the configurations in the accounting module for various aging periods. Please see Aging Period Setup.

Also, included Credit Terms and Credit Limit. RED fonts shows that the Invoices have exceeded the Credit Terms without being paid yet.

Users can also choose to settle the outstanding invoices here. Just click eg. Settle 1001 to settle the invoices using Settle Documents.

In this report, the filters selected can make big difference in the report generated. The special feature in this report is the Credit Limit Usage. This filter helps salesman be aware of customers who are almost reaching the credit limit. From this, they will be able to manage their customer accounts better. 

To effectively manage a chain store, certain customers may buy from multiple branches. Hence, performance of the branch managers in chasing for collections should be monitored accordingly. This report helps senior management monitor the people who control the credit risk of the company.

Very similar to Transaction By Salesman / Branch except that it filters by customer. This report lists down the 'Customer Type' as well. Customer type is set in Configure Drop Down List for Create Customer Account, as it can be anything or anyhow you want to categorize your customer base. Examples :

Very similar to Transaction By Salesman / Branch except that it filters by customer. This report lists down the 'Customer Type' as well. Customer type is set in Configure Drop Down List for Create Customer Account, as it can be anything or anyhow you want to categorize your customer base. Examples :