Customers - Graph (Reports menu)

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The Graph - Customers per week displays the debit and credit transaction totals of all customer accounts per week in a bar chart.


To print a Graph - Customers per week:

1.On the Reports ribbon, select Reports → Customers → Graph.

2.Select the Period - Select a period on the Per period tab. You may click on the Free selection tab to select a specific date or a range of dates to include in the graph.

3.Click on the OK button.

An example of the Graph - Customers per week, is as follows:

The Outstanding amount should balance with the  Customer's control account on all reports, if the same periods are selected.

The details are as follows:

1.Vertical Axis -

a)Positive amounts - Invoices and debit journal transactions (e.g. take on opening balances, adjustments, refunds (payments to customers), Generate multiple transactions (i.e. Interest on overdue customer accounts, fixed amounts to all customers and charge amounts), etc. per week.

b)Negative amounts - Credit notes, receipts (payments received from customers) and other credit transactions (e.g. adjustments, bad debts written off, Multiple Transactions (i.e. Balance Customers with amount less than a specified amount), etc. per week.    

2.Horizontal Axis - This is the Number of the Week in the calendar year (1 to 52).

3.Totals

a)Invoices/ Debit Transactions - The total amount value of debit transactions for the entire period.

b)Receipts/Credit notes/Credit Transactions - The total amount value of credit transactions for the entire period.

c)Outstanding - This is the difference (movement) of the debit and credit transactions. A positive figure indicates that there are more Invoices and debit transactions than credit notes, receipts and credit transactions for the period.  

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