How-To:Aged Debtors

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Revision as of 11:24, 10 June 2024 by Bradley Smith (talk | contribs)

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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