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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Revision as of 14:06, 16 May 2024

How to view “Aged Debtors”

  1. Open the app and go to the 'Billing' section. Click the arrow, then select "Aged Debtors".
    Step 1 - Aged Debtors.png
  2. Input the financial year you want to see
    Step 2 - Aged Debtors.png
  3. Add a workgroup and a member.
    Step 3 - Aged Debtors.png
  4. Group them by ‘Client’ or ‘Matter’.
    Step 4 - Aged Debtors.png
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