Debtor groups
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.
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You may click on the Print button to print a list of your debtor groups. |
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You may set colours to display on the Debtor (customer / client) 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. |