Creditors Enquiry in report mode

The following helpsheet explains how to do a Creditors Enquiry in report mode

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STEP 1
First go to the general ledger and accounts area on the main menu.

 

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STEP 2
Then go to the creditors enquiry.
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STEP 3
Now you will see the creditors enquiry screen. To set up the full creditors report click the report button on the left hand side of the screen.
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STEP 4
Now you will see the print creditors analysis screen. Use the following settings as shown (you can edit them to suit what you want to view) then to show the report as a PDF click the printer icon in the bottom right.

 

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STEP 5
Now you will see a full creditors report for all your customers in PDF format (to exit click the x on the top right of the screen).

 

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STEP 6
To print the report as a CSV (Excel) file click the export button on the left hand site of the screen as shown.
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STEP 7
Click the blue document to brows for were you want the document to go, Enter your date range and when happy click the export button at the bottom left of the screen.
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STEP 8
Now you will see a full creditors report for all your customers in CSV format (to exit click the x on the top right of the screen).

 

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STEP 9
To exit the creditors analysis area click the blue x at the bottom right of the screen.
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STEP 10
The creditors summary will show you the outstanding credit totals rather than give you the report as a breakdown of information.
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STEP 11
In the creditors analysis click the summary only button.Then print as a PDF or CSV.

 

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STEP 12
This is how the report looks in PDF format.