Debtor Groups

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This option allows you to set up to two Reporting Groups for your Debtors. Debtor Groups allows you to group or categorise the Debtors Accounts on which you would like to report. You could possibly have Cash Customers, Retail Customers, and Dealers.

These Debtor Groups can be linked to each Debtor on the Edit → Debtor menu on the Accounting Information tab. You will be able to select any of the Debtors Reporting Groups 1 or 2, if you have set it up on the following menu options:

Edit - Accounts - Debtors (Accounting Information)

Reports - Debtors - Age Analysis

Reports - Debtors - Listing

Sales by Customer

Salesperson by Customer

To Set Reporting Groups for Debtor Accounts: 

1.Click on the Setup → System parameters → Groups menu. The Groups (Account Group 1 (default)) screen will be displayed.

2.Click on the Debtor Group 1 button. The Debtor Group 1 screen is displayed:

3.If you wish to rename the Reporting Group Name - Debtor Group 1, over-type the description with your new description. This will change the description of the button for Debtor Group 1.

4.To add a new Group to the root directory or list, select the REPORTING GROUP ROOT on the list and click on the New button.

5.Enter the name of your Debtor Group 1 and click on REPORTING GROUP ROOT on the list.

6.Repeat the process until you have entered all the Debtor Groups, etc.

7.If you need to add Reporting Group 2 for Debtors, click on the Debtor Group 2 button and repeat the process as for Debtor Group 1.

8.Click on the OK button to save your changes and close (exit) this screen.

You may click on the Print button to print a list of your debtor groups.

You may set colours to display on the Debtor Accounts List screen. To do this, click on the Back colour button to set the rows background colour and the Font colour button to set the Font colour.

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