Difference between revisions of "How do I print an aged debtor or creditor list?"
From Catalyst
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=== Printing an Aged Creditors List === | === Printing an Aged Creditors List === | ||
| − | Go to {{Menu| | + | Go to {{Menu|{{PL}}|Aged Creditors Listing}}. |
* To print a list for all creditors, click {{Button|Print}} | * To print a list for all creditors, click {{Button|Print}} | ||
* To select a range of accounts or to choose one account, enter the first account to print in the {{DataPrompt|From Account}} field and the {{DataPrompt|Last Account}} to print in the To Account field (bear in mind any accounts falling between these codes will be included in the range). | * To select a range of accounts or to choose one account, enter the first account to print in the {{DataPrompt|From Account}} field and the {{DataPrompt|Last Account}} to print in the To Account field (bear in mind any accounts falling between these codes will be included in the range). | ||
| Line 25: | Line 25: | ||
* Select the {{Tab|Calculational}} Tab. | * Select the {{Tab|Calculational}} Tab. | ||
* Set {{DataPrompt|Ignore Documents Beyond Current Accounting Period}} to {{DataValue|Y}} for yes. | * Set {{DataPrompt|Ignore Documents Beyond Current Accounting Period}} to {{DataValue|Y}} for yes. | ||
| − | {{Tip|title=Tip|text=If your Creditors Print is missing a date at the top of the page this parameter has not been set and will include current months transactions.}} | + | {{Tip|title=Tip|text= If your Creditors Print is missing a date at the top of the page this parameter has not been set and will include current months transactions.}} |
* Click {{Button|Print}} to print the creditors list. The heading on the print out will read {{DataValue|Aged Creditors List At DD/MM/CCYYY}}. | * Click {{Button|Print}} to print the creditors list. The heading on the print out will read {{DataValue|Aged Creditors List At DD/MM/CCYYY}}. | ||
Revision as of 15:02, 31 July 2013
Details
Printing an Aged Debtors List
Go to " Sales Ledger Aged Debtors Listing".
- To print a list for all debtors, click [Print].
- To select a range of accounts or to choose one account, enter the first account to print in the "From Account" field and the "Last Account" to print in the To Account field (bear in mind any accounts falling between these codes will be included in the range).
- You also have the option to specify a particular "Group" of accounts.
- Click [Print] to print the debt list.
The debts shown will be as at today's date. You have the option to print a debtors listing as at the end of the current financial period, which is useful for checking the Sales Control account at the month end. Just before you print the debt list:
- Select the [Calculational] Tab.
- Set "Ignore Documents Beyond Current Accounting Period" to 'Y' for yes.
 | Tip: If your Debtors Print is missing a date at the top of the page this parameter has not been set and will include current months transactions. |
- Click [Print] to print the debt list. The heading on the print out will read 'Aged Debt List At DD/MM/CCYYY'.
Printing an Aged Creditors List
Go to " Purchase Ledger Aged Creditors Listing".
- To print a list for all creditors, click [Print]
- To select a range of accounts or to choose one account, enter the first account to print in the "From Account" field and the "Last Account" to print in the To Account field (bear in mind any accounts falling between these codes will be included in the range).
- You also have the option to specify a particular "Group" of accounts.
- Click [Print] to print the creditors list.
The creditors shown will be as at today's date. You have the option to print a creditors listing as at the end of the current financial period, which is useful for checking the Purchase Control account at the month end. Just before you print the creditors list:
- Select the [Calculational] Tab.
- Set "Ignore Documents Beyond Current Accounting Period" to 'Y' for yes.
| Tip: If your Creditors Print is missing a date at the top of the page this parameter has not been set and will include current months transactions. |
- Click [Print] to print the creditors list. The heading on the print out will read 'Aged Creditors List At DD/MM/CCYYY'.
See also
- Getting Started - Accounts
- Paying Suppliers
- Posting Payments Received
- How do I Put a Customer\Supplier Invoice on Hold?
- How do I Send Debt Chasing Letters?
- How do I find a Sales/Purchase Ledger Number?
