How do I create a report about aged debtors on a specific date?

Contents

This article will explain how you can extract a report that shows you your outstanding debtors on a specific date.

Before you start

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You need permission to get access to the financial part. Permissions can be adjusted by practice administrators in

> General Settings > Role Management.

Go to > Financial > Debtors.
Click on Hide Filtering Options.
On the right upper corner of the page, you will see the option ‘history on’. Here you can choose the date you need to see your outstanding debtors for, by:

Entering the date manually (dd/mm/yyyy):

Or by using the date picker:
Click on Show.
The report will show you your outstanding debtors on the chosen date. At the bottom or the report, you will see the total outstanding value:
At the bottom of the result, you can choose to export the report to Excel: or to PDF:

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The ‘history on’ and the filtering options cannot be combined yet.

Updated on 9 September 2022