Customer Debit Balance Age

Navigate to Customer Debit Balance Age#

• Step 1: Access the Partner Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Click on Customer Debit Balance Age as shown in the fig1 below.

• This displays a list view of Customer Debit Balance Age.

Filter Customer Debit Balance Age#

• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company: A dropdown list of companies
  • Customer Group
  • On: Date time
  • Currency: dropdown list of currency types.

View a Customer Debit Balance Age#

• Click the partner number, this will redirect you to the partner view

• From the customer view, you can edit, view valuation. create case, deactivate an active customer etc.

Export Customer Debit Balance Age#

• Export the customer debit balance age data to excel by clicking the Export button in the toolbar area