1. Account Aged Analysis - Database Profiles Datafile Software Account Aged Analysis - Database Profiles Data Item Type Alternative Notes Forward K L Holds the aged values on this account as generated by the Save Aged Analysis option. This FORWARD value is only updated/required if ageing o... Read More
2. Save Aged Analysis Datafile Software Save Aged Analysis The Aged Analysis routines calculate ‘on-the-fly’ based on the currently outstanding transactions.For reporting reasons you may want to save the aged analysis at a particular time, such as period ... Read More
3. Aged Analysis of Debtors / Creditors Datafile Software Aged Analysis of Debtors / Creditors The Aged Analysis report analyses the outstanding transactions, and groups them into your defined ageing periods, which can be helpful in debtor chasing and payment generation. This report o... Read More
4. Update Saved Aged Analysis on Payment Entry (S/L only) Datafile Software Update Saved Aged Analysis on Payment Entry (S/L only) Discussed earlier in conjunction with the Credit Control Manager, the option to update the saved aged analysis values on payment entry can be used even when not using the C... Read More
5. Include Debtor Memo on Aged Analysis Report Datafile Software Include Debtor Memo on Aged Analysis Report The Credit Control Manager allows for the recording of a ‘Debtor Memo’ – a note allowing you to record any specific issues with the outstanding value on the account. Thi... Read More
6. Changes to File Locking on Save Aged Analysis Datafile Software Changes to File Locking on Save Aged Analysis The Save Aged Analysis option, whether used on its own or via the Credit Control Manager available on Diamond and Premier, requires an exclusive lock on the sales accounts file to u... Read More
7. Aged Analysis - Debtor Memo and Transaction Notes to Excel Datafile Software Aged Analysis - Debtor Memo and Transaction Notes to Excel Release 6.2 introduced the facility to include the debtor memo when printing the Aged Analysis report but didn’t include this text when outputting the memo to Exc... Read More
8. Extra Account Items on Aged Analysis Reports Datafile Software Extra Account Items on Aged Analysis Reports The Aged Analysis reports allow for the inclusion of one item from the accounts file to be printed on the report—this was usually set to be the telephone number. Release 6.5 inc... Read More