Overdue accounts or outstanding balances FAQ

1. Open the Account List report.
2. Change the Account Format filter to Credit, Loyalty, Hire or Layby.
3. Click Run Report.
4. View figure of the Balance column (below the grid).

   If you want to get a total for all accounts you will need to record this figure, re-running the report for each of the account formats.

OPTION 1:

1. Go to Contacts, then select Accounts.

   If using the buttons this will automatically default to Charge Open.

2. Click Show All.
3. Right-click on the bottom grid line under the Balance column and select Sum.

OPTION 2:

1. Open the Account List report.
2. Leave Credit selected in the Account Format filter.
3. Click Run Report.
4. View the figure of the Balance column (below the grid).

OPTION 1:

1. Go to Contacts, then Accounts.

   If using the buttons this will automatically default to Charge Open.

2. Click Show All.
3. Right-click on the bottom grid line under the Balance column and select Sum.
4. Click the column filter icon on the top-right of the Type column heading and select Personal or TAC or Work cover.

   To remove this filter click below the bottom grid line.

OPTION 2:

1. Open the Account List report.
2. Leave Credit selected in the Account Format filter.
3. Select Personal or TAC or Work cover.
4. Click Run Report.
5. View figure on the bottom of the Balance column (on the bottom of grid).

1. Go to Contacts, then select Accounts.
2. Search for the account and view the Balance column.

1. Go to Contacts, select Accounts, and then select Statements.
2. View Amount column for the scheduled statement run (bottom of screen).

1. Go to Contacts, select Accounts, and then select Statements.
2. Highlight the current schedule (bottom of page) and click Summary to display the Statement Summary report.
3. View columns Days 30, Days 60 and Days 90.

   These figures will only display if you have selected Show 30, 60, 90 day balances in Tools>Account>Options>Statements tab.

   This is not a time-based setting but rather 30 is the previous statement’s overdue amount — 60 is the overdue from the statement before that and 90 the amount outstanding from statements prior to these two.

1. Open Account Activity report.
2. Leave the Account Format filter set to Credit.

   You can restrict this report to an Account Type(s) by ticking Personal, Supplier, TAC, W/C and/or Other.

3. Select the Start and End date via the Transaction Between filter.
4. Click Run Report.

1. Open Account Activity report.
2. Leave the Account Format filter set to Credit.
3. Use the Transaction Between filter to select the Start and End date .
4. Click Advanced Filters.
5. Click the group(s) in the Account Group Selection filter.
6. Click Run Report.

1. Go to Contacts, then select Accounts.
2. Click Statements.
3. Highlight the current schedule (bottom of page) and click Summary.
4. Use Column Chooser to add in the Visits column.

   The Visits column shows the number of times a payment has been received through the register and/ or sale has been made. It does NOT show activity through back office.