Customer/Supplier Balances provides On Screen information for the trader ledgers. From the main menu select Traders then either Customers or Suppliers.
Highlight the traders required or, if nothing is highlighted, it will show the balances for All traders.
The default date range has the From Date as the start date of the data and the To Date as today's date. These can be changed to any date range; refresh the report when the dates, or any of the other defaults, have been changed.
Also in the Supplier ledger there is the option to Include Sales for any Both Ways traders and in the Customer ledger there is the option to Include Purchases for any Both Ways traders.
If more detail is needed you can click the More
button in the Action column:
Drilldown
You can drilldown on any of the transaction numbers in blue font to view the original entry screen for that transaction. If you edit and save the transaction you will need to refresh the screen to see the new values.
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