Difference between revisions of "How do I amend my aged debt/credit periods?"
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Katy Kitchen (talk | contribs) (Created page with "{{Incomplete}} == Summary == The Aged Debtors and Aged Creditors report splits balances across 4 periods. You may define t...") |
m (Les Ward moved page How do I Amend my Aged Periods? to How do I amend my aged debt/credit periods?: Lower case (except for Platinum menu options)) |
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== Summary == | == Summary == | ||
− | The Aged Debtors and Aged Creditors [[How do I print an | + | The Aged Debtors and Aged Creditors [[How do I print an aged debtor or creditor list?|report]] splits balances across 4 periods. You may define these periods to suit your business by days or months. |
== More Information == | == More Information == | ||
Go to {{PlatinumModuleSettings|{{SL}}|Aged Debt/Creditor Settings}}. | Go to {{PlatinumModuleSettings|{{SL}}|Aged Debt/Creditor Settings}}. | ||
* Select the {{Tab|Debtors Calculational}} or {{Tab|Creditors Calculational}} tab. | * Select the {{Tab|Debtors Calculational}} or {{Tab|Creditors Calculational}} tab. | ||
− | * At{{DataPrompt|Period in}} select whether you want to split the periods by {{DataValue|Months}} or {{DataValue|Days}}. | + | * At {{DataPrompt|Period in}}, select whether you want to split the periods by {{DataValue|Months}} or {{DataValue|Days}}. |
− | * Define the periods based on the setting you have chosen e.g. to split debts by days you may choose to set {{DataPrompt|Period 1}} to be {{DataValue|0-30}} days, {{DataPrompt|Period 2}} to be {{DataValue|31-60}} days etc. | + | * Define the periods based on the setting you have chosen, e.g. to split debts by days you may choose to set {{DataPrompt|Period 1}} to be {{DataValue|0-30}} days, {{DataPrompt|Period 2}} to be {{DataValue|31-60}} days etc. |
{{Tip|text=The {{DataPrompt|From}} setting must always be one greater than the previous periods {{DataPrompt|To}} setting.}} | {{Tip|text=The {{DataPrompt|From}} setting must always be one greater than the previous periods {{DataPrompt|To}} setting.}} | ||
− | * Amend the {{DataPrompt|Description}} for each period. | + | * Amend the {{DataPrompt|Description}} for each period. |
* Click {{Button|Close}}. Your changes are saved automatically. | * Click {{Button|Close}}. Your changes are saved automatically. | ||
== See also == | == See also == | ||
− | * [[How do I print an | + | * [[How do I print an aged debtor or creditor list?]] |
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{{KB_Tags|debtors, creditors, print aged debt list, print creditor list, debt period, credit period}} | {{KB_Tags|debtors, creditors, print aged debt list, print creditor list, debt period, credit period}} | ||
− | {{ | + | {{FAQ}}{{How}}{{KB_PL}}{{KB_SL}} |
Latest revision as of 12:51, 19 December 2019
Summary
The Aged Debtors and Aged Creditors report splits balances across 4 periods. You may define these periods to suit your business by days or months.
More Information
Go to " Reports & Settings Maintenance Options System Administrator Module Settings Sales Ledger Aged Debt/Creditor Settings".
- Select the [Debtors Calculational] or [Creditors Calculational] tab.
- At "Period in", select whether you want to split the periods by 'Months' or 'Days'.
- Define the periods based on the setting you have chosen, e.g. to split debts by days you may choose to set "Period 1" to be '0-30' days, "Period 2" to be '31-60' days etc.
The "From" setting must always be one greater than the previous periods "To" setting. |
- Amend the "Description" for each period.
- Click [Close]. Your changes are saved automatically.
See also