RedApple11
4.28 Accounting reports

Outstanding Analysis

Who owes you, and whom you owe, as on a date. Send a reminder to the parties on the list by SMS or WhatsApp straight from the report.

Outstanding Analysis
More in Accounting reports
Where to find it
MenuReports

On this screen

ButtonsOK · SMS / Whatsapp · Print
OptionsSelect All · With Crates · Grouped · Suppliers · Customers · Area Wise · Alphabetically Sort · Group Wise · Payable · Receivable

How to use it

  1. Pick the As On date.
  2. Choose Receivable (customers) or Payable (suppliers), and Customers / Suppliers.
  3. Choose the order: Area Wise, Alphabetically or Group Wise.
  4. Tick With Crates to include crate balances, and Grouped for group totals.
  5. Press OK. Select parties and press SMS / Whatsapp to remind them.

Key points

  • Receivable is money due to you.
  • Area Wise gives you a ready collection route.
  • Total Amount is shown at the bottom.
TipTick Select All and send a reminder to everyone with a balance in a single step.

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