Debtors / Creditors Sort / Filter Options

How do I filter for specific customer and supplier information?

There is a number of ways you can search for a customer or supplier information.

• Click on either the Debtors (for Customers list) or Creditors (for Suppliers list) toolbar icon.
• Click on the Customers or Suppliers tab. (Sort/Filter features work the same in the Invoices, Receipts and Purchase Orders tabs.)

The Sort/Filter option provides several choices:

1. You can Sort by Name, Location, Classification, Telephone, Balance. This will list your sort choice either in alphbetical (A to Z) or numerical (lowest to highest) order.

2. Depending on the Sort by choice you made above, you can click on the Filter by dropdown list and select an option from the list. Then click on Close List.

For example:

3. Depending on the Sort by choice, type in the first letter/s or numbers to quickly locate your option.

For example:

4. Expand your search by ticking the Include inactive (Customers or Suppliers) check box.

5. Narrow your search by ticking the Exclude (Customers or Suppliers with) $0 balances check box. (This will remove all Customers or Suppliers who have a $0 balance.)

6. Narrow your search using the Display Balances option.

7. Narrow your search using the As at a certain date option.

8. In Invoices tab, you can select Transaction Type (i.e. Invoices or Credit Notes) and Transation Status (i.e. <All> , Unpaid Invoices or Paid Invoices).