Difference between revisions of "Balances by Customer Screen"
(New page: This screen will allow you to run a balance sheet for a particular customer as of a specified date or at the end of a pre-configured fiscal time periods. You may manually enter the "As O...) |
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| − | This screen will | + | This screen will show you the outstanding balances for all your customers as of a specified date or at the end of a pre-configured fiscal time periods. You may manually enter the "As Of" date or search for the date using the [[calendar widget]]. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the balance sheet for actual results or for budget or forecast results. |
| − | Clicking the [Run] button will run the balance sheet. Clicking the [Return to Receivables] button will take you back to the Receivables | + | The two columns of the report show the customer name and ID and their outstanding balance. To the right is a chart breaking down outstanding balances for all customers which account for more than 5% of the total. Above it is an [Excel] button which will generate this report into a spreadsheet for further analysis. |
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| + | Clicking the [Run] button will run the balance sheet. Clicking the [Return to Receivables] button will take you back to the [[Receivables Main Screen]]. | ||
Latest revision as of 02:10, 18 December 2007
This screen will show you the outstanding balances for all your customers as of a specified date or at the end of a pre-configured fiscal time periods. You may manually enter the "As Of" date or search for the date using the calendar widget. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the balance sheet for actual results or for budget or forecast results.
The two columns of the report show the customer name and ID and their outstanding balance. To the right is a chart breaking down outstanding balances for all customers which account for more than 5% of the total. Above it is an [Excel] button which will generate this report into a spreadsheet for further analysis.
Clicking the [Run] button will run the balance sheet. Clicking the [Return to Receivables] button will take you back to the Receivables Main Screen.
