Aged Creditors Toolbox option

Accountants Enterprise with Practice Manager only

Drag Aged Creditors from the Practice Manager Toolbox to your homepage.

You can change the date to which the Aged Creditors is displayed by entering the date in the format dd/mm/yyyy or selecting the date using the drop-down calendar in the Date field.

Right-click the display to open an options menu that enables you to:

• Filter the graph by Client Partner, Client Manager or by Practice. By selecting Practice, the graph includes all clients for your practice.

• Drill Down to view the list of clients that comprise the Creditors balance for the age band selected.

• Show Unposted invoices.

• Copy Graph for use in other applications.

• Change the filter to another Employee. The filter defaults to the logged in employee.

• Filter the graph by selected Billing Company.

Your security group dictates whether or not you will see this bar chart.