The Debtors/Creditors widget allows viewing the current state of either debtors or creditors as a graph (bar layout only). Debtors/creditors are grouped by Current, 30, 60 and 90+ days. The sum of 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 can be drilled down on, eg. select the 90 Days bar and a grid will appear listing the overdue invoices. Right click to view that debtor or creditor within Jim2.
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Widget Settings
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Caption
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This is the caption that will be displayed at the top of the widget. Example: Debtors.
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Refresh
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The widget's refresh interval in minutes. It is suggested not to set this too low, eg. set to 15 minutes or higher.
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Chart Settings
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Chart Type
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Only the Bar chart type is available in this widget.
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Show Labels
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Show description and value above each point of the chart. If not ticked, the label will be displayed as a hint when hovering over a graph point.
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Palette
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Select the colour palette that will be used in the graph.
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Point Size
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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.
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Account Type
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Debtors
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Displays debtors information.
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Creditors
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Displays creditors information.
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Aged By
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Invoice Date
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Aged by invoice date.
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Due Date
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Aged by due date.
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There may be a further area below this for Company if you are using Multi-Company.
Further information
Account Watch Widget
Dashboard Widgets Management
Job Widget
Status Widget
Published List Widget
Watchout Widget
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