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Reports > Receivable

Introduction

This report displays up-to-date information about the debts of customers according to documents.
The relevance of the data is reflected in the upper left corner of the report - the date when the data on the debts of customers of their ERP was last imported.

Appearance

By default, the report looks like this:

Report Attributes

Title		Description
Point of Sale	Outlet	Customer who has a debt.
	Owner	Owner of the Outlet is displayed based on the data of directory Owners.
	In territory	Displays a list of employees who have this outlet in territory.
	National chain	National chain that includes a retail outlet. Displayed based on data from the directory Chains.
	Regional chain	Regional chain that includes a retail outlet. Displayed based on data from the directory Chains.
	Stop-list	Yes / No. Indication of the client's is in the stop list is displayed.
Receivable	Loan term	Term of debt loan, imported from the ERP.
	Total debt	Total debt of client, including overdue.
	Overdue debt	Overdue debt of the client, based on the impoerted loan term.
Receivable on documents	Document description	Name of the document on the basis of which the client has a debt.
	Debt occurrence	Date of debt occurrence
	Maturity date	Estimated date of repayment of the debt.
	Days of delay	Number of days after the loan term during which the client does not repay the debt.
	Debt	Debt on this basis

Working with report

Information displayed in the report is configured on the right side of the screen, on the Columns panel.
By default, the report is always grouped by Owner.
Grouping is configured in the right panel Columns in the field Grouping by records.
Below is the Values field, where you can display the values you need by columns in the report.
By default, the amount for the Total Debt and Overdue Debt columns is enabled.
To expand the grouping, click on the arrow in front of the owner's name.
You will see the information in the context of retail outlets.

To view the full information about point of sale, on the basis of which documents the client has a debt, click on the arrow next to the client's name.
You will see information on debts in the context of documents.

Additional features

Icon	Title	Description	Example
	Save	Saving custom report settings.
	Refresh	Updating data in the report.
	Export to Excel	Exporting data from the report in Excel format with the groupings that are configured by user.
	Search	Search by text or numeric value.