How-To:Aged Debtors: Difference between revisions

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(Created page with " == How to view “Aged Debtors” == # Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow, then select "'''Aged Debtors'''".none|thumb|500x500px # Input the '''financial year''' you want to seenone|thumb|500x500px # Add a '''workgroup''' and a '''member'''.none|thumb|500x500px # Group them by ‘'''Client'''’ or ‘'''Matter'''’.File:...")
 
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{{DISPLAYTITLE:How to View Aged Debtors Report}}
== 1. Getting Started ==


== How to view “Aged Debtors” ==
# Under ''Me'' tab, go to ''Billing'' and cho<nowiki/>ose ''Aged Debtors''.[[File:Step 1 - Aged Debtors.png|none|thumb|500x500px]]


# Open the app and go to the ''''Billing'''<nowiki/>' section. Click the arrow, then select "'''Aged Debtors'''".[[File:Step 1 - Aged Debtors.png|none|thumb|500x500px]]
== 2. Input details ==
# Input the '''financial year''' you want to see[[File:Step 2 - Aged Debtors.png|none|thumb|500x500px]]
* Enter the ''financial year'' you wish to view.[[File:Step 2 - Aged Debtors.png|none|thumb|500x500px]]
# Add a '''workgroup''' and a '''member'''.[[File:Step 3 - Aged Debtors.png|none|thumb|500x500px]]
* Add a '''workgroup''' and a '''member'''.[[File:Step 3 - Aged Debtors.png|none|thumb|500x500px]]
# Group them by ‘'''Client'''’ or ‘'''Matter'''’.[[File:Step 4 - Aged Debtors.png|none|thumb|500x500px]]
* Group them by ‘'''Client'''’ or ‘'''Matter'''’.[[File:Step 4 - Aged Debtors.png|none|thumb|500x500px]]
[[Category:How-To]]
[[Category:Reports]]

Latest revision as of 16:56, 10 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