How-To:Aged Debtors: Difference between revisions

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{{DISPLAYTITLE:How to View Aged Debtors Report}}
== 1. Getting Started ==
== 1. Getting Started ==


Revision as of 23:13, 2 December 2024

1. Getting Started

  1. Under Me tab, go to Billing and choose Aged Debtors.
    Step 1 - Aged Debtors.png

2. Input details

  • Enter the financial year you wish to view.
    Step 2 - Aged Debtors.png
  • Add a workgroup and a member.
    Step 3 - Aged Debtors.png
  • Group them by ‘Client’ or ‘Matter’.
    Step 4 - Aged Debtors.png
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