Generating graph of outstanding amount from debtors
Menu path
Finance ➔ Accounts receivable ➔ Receivables ➔ Pivot
chart receivables
Introduction
With Exact Globe Next, you can generate a
report that details the total aggregate of outstanding receivable amounts. You
can also select the number of debtors you would like to have included in this
report. This information will enable you to make management decisions such as
providing an extension on credit, changing the terms of payment, and more.
What version are you using?
The information in this document is
applicable to product update 410 and higher. If you have versions lower than
this, certain features explained here will not be applicable.
How do I generate a graph of the outstanding amount from debtors?
- In the Finance/Accounts receivable/Receivables/Pivot chart
receivables screen, define the search criteria.
- Click Start.
Fields
Criteria section
Debtors
Type or select the range of debtors or select the All
check box for all debstors. Only the data that falls within this range will
be displayed.
Category
Type or select the range of categories or
select the All check box for all categories. The category here refers to
the debtor classification (large account, small enterprise, and more). Only the
data that falls within this range will be displayed.
Blocked
Select All to include all amounts, Yes
to include blocked amounts, and No to include unblocked amounts in the
graph.
Graph
Select Columns to display the data in a bar
graph, and Pie to display the data in a pie chart.
Buttons
Start
Click this to generate the graph in
Microsoft Excel.
Click the Graph, Table, Data, and Range
tabs found at the bottom of the Microsoft Excel spreadsheet
to browse through the information.
Close
Click this to exit.
Related documents
| Main Category: |
Attachments & notes |
Document Type: |
Online help main |
| Category: |
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Security level: |
All - 0 |
| Sub category: |
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Document ID: |
12.831.517 |
| Assortment: |
Exact Globe+
|
Date: |
26-09-2022 |
| Release: |
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Attachment: |
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| Disclaimer |