Difference between revisions of "A/R Analysis By Document Report"

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(Created page with "==A/R Analysis By Document Report== This report shows analysis of A/R transaction by document type. File:ARA1.png Basic Filter Date Range: define the date range fr...")
 
 
(3 intermediate revisions by one other user not shown)
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Basic Filter
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<u>Basic Filter</u>
   
Date Range: define the date range from and to.
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'''Date Range:''' define the date range from and to.
   
Debtor: choose either No filter, Filter by range or Filter by multi-select
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'''Debtor:''' choose either No filter, Filter by range or Filter by multi-select
   
   
Report Options
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<u>Report Options</u>
   
Group by: choose one of the following options: None, Debtor Agent, Area, Debtor Type.
+
'''Group by:''' choose one of the following options: None, Debtor Agent, Area, Debtor Type.
   
Sort by: choose one of the following options: Debtor Code, Company Name, Debtor Agent, Area, Debtor Type.
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'''Sort by:''' choose one of the following options: Debtor Code, Company Name, Debtor Agent, Area, Debtor Type.
   
Show Criteria in Report: to show selected options in report
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'''Show Criteria in Report:''' to show selected options in report
   
 
 
More Options
+
<u>More Options</u>
   
   
Filter Options
+
<u>Filter Options</u>
   
Sales Agent: choose either No filter, Filter by range or Filter by multi-select
+
'''Sales Agent:''' choose either No filter, Filter by range or Filter by multi-select
   
Area: choose either No filter, Filter by range or Filter by multi-select
+
'''Area:''' choose either No filter, Filter by range or Filter by multi-select
   
Debtor Type: choose either No filter, Filter by range or Filter by multi-select
+
'''Debtor Type:''' choose either No filter, Filter by range or Filter by multi-select
   
Currency: choose either No filter, Filter by range or Filter by multi-select
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'''Currency:''' choose either No filter, Filter by range or Filter by multi-select
   
   
Other Options
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<u>Other Options</u>
   
Include Zero Balance: to include accounts with zero balance
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'''Include Zero Balance:''' to include accounts with zero balance
   
Show Group Company: to show debtors marked as Group Company
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'''Show Group Company:''' to show debtors marked as Group Company
   
Show Sub Company: to show debtors as sub-company.
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'''Show Sub Company:''' to show debtors as sub-company.
   
Show in Local Currency: to show in local currency, usually in RM
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'''Show in Local Currency:''' to show in local currency, usually in RM
   
   
Inquiry: to refresh and show the result of filter options and report options.
+
'''Inquiry:''' to refresh and show the result of filter options and report options.
   
Preview: to preview report to be printed
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'''Preview:''' to preview report to be printed
   
Print: to select printer and print report
+
'''Print:''' to select printer and print report
   
Hide Options: to hide the Options portion so that the screen has more space for details. Click on Show Options to show it again.
+
'''Hide Options:''' to hide the Options portion so that the screen has more space for details. Click on Show Options to show it again.
   
Close: close the screen
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'''Close:''' close the screen
   
   
Click on '''Preview'''
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Click on ''<span style=color:red>Preview</span>''
 
   
 
[[File:ARA2.png]]
 
[[File:ARA2.png]]
   
  +
[[Category:Users]]
 
 
{{NavigateForUser}}
 
{{NavigateForUser}}

Latest revision as of 04:17, 21 February 2019

A/R Analysis By Document Report

This report shows analysis of A/R transaction by document type.


ARA1.png


Basic Filter

Date Range: define the date range from and to.

Debtor: choose either No filter, Filter by range or Filter by multi-select


Report Options

Group by: choose one of the following options: None, Debtor Agent, Area, Debtor Type.

Sort by: choose one of the following options: Debtor Code, Company Name, Debtor Agent, Area, Debtor Type.

Show Criteria in Report: to show selected options in report


More Options


Filter Options

Sales Agent: choose either No filter, Filter by range or Filter by multi-select

Area: choose either No filter, Filter by range or Filter by multi-select

Debtor Type: choose either No filter, Filter by range or Filter by multi-select

Currency: choose either No filter, Filter by range or Filter by multi-select


Other Options

Include Zero Balance: to include accounts with zero balance

Show Group Company: to show debtors marked as Group Company

Show Sub Company: to show debtors as sub-company.

Show in Local Currency: to show in local currency, usually in RM


Inquiry: to refresh and show the result of filter options and report options.

Preview: to preview report to be printed

Print: to select printer and print report

Hide Options: to hide the Options portion so that the screen has more space for details. Click on Show Options to show it again.

Close: close the screen


Click on Preview

ARA2.png

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