TurboCASH4 - (838) - 2021

This option allows you to set up to two Reporting groups for your Debtors. Debtor groups allows you to group or categorise the Debtors (customer / client) 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 → Debtors menu on the Accounting information tab. You will be able to select any of the Debtor reporting groups 1 or 2, if you have set it up on the following menu options:

•Edit - Debtors (Accounting information)

•Reports - Debtors - Age analysis

•Reports - Debtors - Listing

•Reports - Sales analysis reports 

•Sales per customer (Old Reports menu)

•Salesperson per customer (Old Reports menu)

To set Reporting groups for Debtor (customer / client) accounts: 

1.Click on the Setup → System parameters → Groups menu. The "Groups (Account group 1)" is by default, displayed. 

2.Click on the Debtor group 1 button. 

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.