Reviewing all debtors and creditors

Please note that this process is also covered by the Easy Steps component.

For Debtors (aka Accounts Receivable) open the Sales Transactions component.

1. Select the Unpaid View from the drop down menu
2. Click on the Tax Date to sort it by date

For Creditors (aka Accounts Payable) open the Purchase Transactions component.

1. Select the Unpaid View from the drop down menu
2. Click on the Tax Date to sort it by date

A Management Reports module is also available to Business Suite users (please visit accountz.com for more information) that includes a set of useful management reports including preset Debtor and Creditor reports and year on year, and year to date figures.