The Debtors/Creditors widget allows you to view the current state of either your debtors or creditors as a graph (bar layout). Debtors/Creditors are grouped by Current, 30, 60 and 90+ days. The sum of your debtors/creditors is displayed along with the number and total of overdue invoices, follow-ups, unallocated credits and accounts on hold or over limit.
The amounts outstanding (displayed as bars in the graph) can be drilled down on, eg. you can select the 90 Days bar, and a grid will appear listing the overdue invoices. If desired, you can then right click to view that debtor or creditor within Jim2.
Group |
Option |
Description |
|---|---|---|
Widget Settings |
Caption |
This is the caption that will be displayed at the top of the widget. Example: Debtors. |
Refresh |
The widget's refresh interval in minutes. It is suggested not to set this too low, eg. set to 15 minutes or higher. |
|
Chart Settings |
Chart Type |
Only the Bar chart type is available in this widget. |
Show Labels |
Show description and value above each point of the chart. If not ticked, the label will be displayed as a hint when your mouse is over a graph point. |
|
Palette |
Select the colour palette that will be used in the graph. |
|
Point Size |
The size of graph's points. Default = 2. Try 8 or 10 on smaller graphs.
2 points:  10 points: 
Bar type charts do not have graph points. |
|
Account Type |
Debtors |
Displays debtors information. |
Creditors |
Displays creditors information. |
|
Aged By |
Invoice Date |
Aged by invoice date. |
Due Date |
Aged by due date. |
Further information: