Outstanding Debtor Items
Description
This Report shows a list of Debtors with outstanding invoices with details of what they were invoices for.This report shows you any outstanding items for debtors. You can select a date that you would like to run the items outstanding and select to show in increments in a specific date range.
When clicking on the blue Edit, will open up that particular appointment to view.
Running the Report
- Click on Reports and select Outstanding Debtor Items.
- Set up the filters to select the data to be run for the report.
-
Click on Generate to run the report.
Filters
| Type | Description |
|---|---|
| For Vendor |
This filter allows you to run the report for a specific Vendor. |
| For Site |
This filter allows you to run the report for a specific Site. |
| For Debtor |
This filter allows you to run the report for a specific Debtor. |
| Group By |
This filter allows you to group the report data by Site, Item Type, Debtor
or Debtor Type. Please note that this filter will change how the totals
are displayed.
|
|
Run for Items Outstanding on or before |
This filter allows you to show the outstanding items on or before the date
selected (in date picker).
|
| Show Multi-Line Item Descriptions? |
This filter allows you to specify whether the Item Descriptions should
be wrapped into multiple lines in the report. Otherwise, the content will
be displayed on a single line (overflow).
|
| Generate in PDF/Excel Format |
This filter allows you to specify whether the report data should be generated
in PDF or Excel format.
|
The Generated Report
