Viewing Account Activity for a Specific Period of Time
Receivables lets you view the total number and amount of transactions entered, accrued finance charges, and discounts for a customer during a specific period of time. For example, if you specify March 1992, Receivables displays the total number and amount of transactions, on time and late payments, and discounts earned during that period.
To display an overview of a customer's account for a specific period:
1. Navigate to the Customer Accounts window.
2. Enter selection criteria in the Find Customer Accounts window. For example, enter a Collector, account Status, or the low and high values of outstanding Balances, Open Credits, Credit Limits, or Amounts Past Due to view only those accounts. Leave a field blank if you do not want to limit your query to accounts matching that criteria.
Suggestion: Check the Display Currency check box to view additional currency information such as Currency Code, Credit Limit, Credit Available, Entered Balance, Entered Amount Past Due, Entered Finance Charges and Entered Open Credits. If you check this check box, you can further limit your query by entering a Currency code. To view each customer's Bill To location, check the Display Locations check box.
4. Select the account to view, then choose Account Overview.
5. To view information for a different period, select the Period to view.
To view account information for more than one period, select a period, press and hold the Shift key, then select another period. Receivables calculates the Count and Functional Amounts for transactions within the periods you selected.
6. To view the number and amount of On Time, Late, non-sufficient funds, and adjustments for this customer, as well as finance charges and discount information, open the Key Indicator alternative region.
See Also
Viewing Account Balances by Aging Bucket
Past Due Invoice Report
Account Status Report
