Aged Debt

Only Users with access to the Debt entry role will be able to view the Aged debtors screen.

Filter results

The interval filter displays a list of pre-defined intervals for the column banding displays, if required additional intervals can be created by contacting the support department.
The menu options provide alternative displays, for instance:
- The Customer menu option displays the Debtors by Customer account.
- The Legal entity menu option displays primarily by Legal entity then by Customer account.
- The Control account menu option displays primarily by Control Account then by Customer account.
- The Currency menu option will display totals per currency.
Depending on the column, clicking on the heading will display any additional information immediately below or provide a Sort option.
Clicking on the icons at the top of the screen allows the current display to be exported to Excel, expand all the rows, expand the columns or display the filters (toggle).

Clicking on any value will split the screen to display the individual transactions on a tab in the bottom section that make up the selected balance. This could be on any individual row or the total row to see all the transactions related to the column.
There can be multiple tabs open in the bottom section.
Clicking on the icon for any individual transaction will display the options for further information. Assuming you have the correct Access permissions, you can drill down to individual Documents and/ or allocations from here.

To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.

In addition to the screen display & export to Excel using the Analysis icon displays the Reports & Enquiries available in relation to the Aged debtors which also provides multiple filters for precise reporting.

Updated February 2024