If you have access to Customer Reports in Back-office, you will be able to view report 303.
This report shows the transactions with each debtor (customer / client) account according to specified accounting periods. This could be a useful tool to manage outstanding amounts owed by debtors (customers/ clients).
1. In Advantage Back-office, click the left sidebar menu.
2. Open the Customers menu.
3. Click on Customer Reports.
4. Select report 303 - Customer Age Analysis - Condensed, by clicking on it.
5. Click on the "Show Report" button.
6. You can change the report date that will reflect on the report.
7. Select Period Procedure (Month-end procedure) from the drop-down list.
NOTE: In order for the customers to be updated to the next accounting period on the system and for the system to take an accounts receivable snapshot, a Customers Month-End procedure must be completed.
NOTE: Learn How do I do a Month-End procedure?
8. The following display / print options are available:
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If selected, all customer accounts will be shown, not only customers with a balance. | |
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Credit Limit and Insurer Limit columns are added to the report. |
9. Click on the Fetch button.
10. This report can be exported to the following file formats: Microsoft Excel, Acrobat PDF and Text CSV.