Debtor Statement Report

This report shows debtors statement.

Basic Options

Date Range: define the date range from and to.

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

Report Options

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

Show Criteria in Report: to show selected options in report

Other Options

Statement Type: choose either Debtor Default, Open Item Only or Balance B/F.

Normal/KnockOff: choose either Normal Statement or KnockOff Statement

More Options

Filter Options

Debtor 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

Zero Balance: to exclude, include or include with active transaction only

Include Zero Balance Transaction: to include accounts with zero balance

Show Paid Transaction within Date Range: to show the official receipt within the date range

Show Group Company: to show debtors marked as Group Company, also to show 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

Batch Mail: to send email with attached Statement (pdf file) to individual debtor (those who has email maintained at Debtor Maintenance); you will need to define your SMTP Server (a gateway to send email) and your email address (at Company Profile).

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