Aged Creditors

Overview

Aged Creditors is accessed via the Purchases>Aged creditors menu option, the Quick Launch panel or the Pulse icon.
Only users with access to the ‘Aged Creditor entry or view ’ roles will be able to view the Aged Creditors screen.

The interval filter displays a list of pre-defined intervals for the column displays, if required additional intervals can be created by contacting the support department.

The tab options provide alternative displays, for instance:
- Suppliers: Displays the Creditors by Supplier account.
- Legal entity: Displays primarily by Legal entity then by Supplier account.
- Control account: Displays primarily by Control Account then by Supplier account.
- Currency: 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.

Click on the cog in the top right-hand corner of the bottom section to display your own choice of columns.

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