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Jim2® Business Engine Help File

Debtors List Reports

There are three reports available on the Debtors List screen:

 

debtor list reports

 

Following explains how to produce an Aged Receivable Detailed report.

1.Go to Accounts > Debtors, and run the Debtors List.

aged receivables

2.Enter the As of date you wish to run the aged receivables for.

3.Select Aged Receivable Detailed report.

4.From there, either print or preview.

aged rec det report

The Aged Receivables Summary report will produce a less detailed summary list of all debtors:

aged rec summary

 

The Statement report will produce statements for all debtors in the list. You cannot preview these, as Jim2 is producing reports for all in the list.

 

Debtor Reports

From an individual debtor, the following reports are available:

 

debtor reports

 

Report

Explanation

Invoice Debtor

This will allow for batch invoicing, offering the following filters:

 

multi invoice

Payment Receipt

This allows you to select a particular transaction so you can send a payment receipt.

Payment Receipt 80mm

This allows you to print a payment receipt to an 80mm receipt printer.

 

80mm

Statement

This allows you to produce a statement for that debtor for emailing/printing.

Transaction History

This allows you to select a date range, then produce a transaction history that can be printed/emailed.

 

date range tr

 

All these reports can either be printed or saved to a spreadsheet file.

 

Further information: