Age of Debt or Credit

To run the Age of Debt or Credit report from the main menu select Traders then either Customers or Suppliers.

From the Reports button select either the Summary or Detailed version of the report.

The date range will automatically run from the start date of the data and the To Date as today's date. Only the To Date can be changed; refresh the report if the date is altered. 

Summary

The Summary version of the report will display a single line for each trader. There are totals owed for each period which are set as Current, 30 Days, 60 Days and 90 Days+. Any On Account payments which have not been allocated to an invoice, and finally the Credit limit if one has been entered.

Detailed

The Detailed version of the report displays the same information but also lists the individual invoices and credit notes.

There will also be an option to show VAT:

In this version you will see the Net, VAT and Gross rather then the 30,60,90 days columns.

There is a second criteria toolbar with options for saving, printing and viewing the report:

The Save menu drops down to show all the different options for saving:

The magnifying glass icon opens a search function which will highlight all instances of the value entered:

Page Display

The reports now default to continuous but there is a drop down menu beside the Page display which allows you to select single page layout, continuous pages or multiple pages:

If you select the Multiple pages you can click on the expand icon, on the right hand side, to show them in full screen. Alternatively you can reduce the page size down from 100%.