Running key Debtor Crystal Reports
There are a number of standard reports available to you to help you manage your debtors. See the folder of Crystal Reports supplied to your organisation.
To access these reports, select Module > Debtors > Debtor Crystal Reports Available. You can browse or search through reports:
- previously marked as 'favourites'
- from a specific module
- from all modules.
You can search for reports based on the report:
- description
- code.
See Running reports in the Introduction manual for general information on how to run reports in Synergetic.
Description of key reports
Report | Description |
|---|---|
| Debtor Automatic Payments | |
Debtor Aged Balances as at Date | Provides ageing at a given date. |
Debtor Balances as at Date | Quick check to ensure the debtor ledger balances to the general ledger control account. |
Debtors Owing Summary | Current amount owing with phone numbers. |
Debtor Trial Balance | Most common report for up to date debt control. |
Debtor Trial Balance (Extra filters) | Useful for selective control of debtor arrangements. Provides additional selections including:
|
Dialect Payment Codes | Shows Dialect Pay By Phone codes needed for payment of excursions and so on. These are general ledger receipts rather than against a debtor. The payment is broken in two values:
|