The Age analysis module allows the user to view details on the debtors account history.

The user will click on the Debtors tab and click on the Age analysis button.

The user will proceed to select the date filters and click on the period from and set the period to and click on the appropriate date.

Additional filter options that the user can flag will include to exclude zero and exclude negative.

The user can flag the option under group selection to either send to the selected groups or send statements to all groups.

Once the filter conditions have been set the user will be able to view a grid with the necessary information populated.

Additional function buttons bellow offer the user various options.

Under the export function the user can click on the various options to export the flagged debtor to a file on the local computer to be saved. Options that the user can select for exporting the data include:

Export the debtor journal - exports data to the debtor journal.

Itemized by GL code -

Export summary information -  

Export cost centre report -

Under the Account types field the user can flag fields to load debtors according to personal or company or both as desired.

The user can under the Selections function click on Select all to flag all the debtors or Unselect all to deselect the debtors.

Refresh age analysis button - reloads the debtors module if the user has made any changes to the filter conditions.

Print statements button - view a printable statement for the selected debtor.

Email statements - Procure.net will generate a statement that will be emailed if the email settings have be set-up under the company settings.

GL codes button - the user will be able to assign GL codes to the debtor.

The user will click on the Date field and select the appropriate date.

The user will click on the Debtor acc no. and enter the debtor account number and click on the Refresh button to load the debtor.

The user will then be able to click on the desired GL code column and add the GL code. Once complete the user will just click on the save button.

Refresh balances button - the user can reload the grid with a summarised view of the balances for each debtor.

Email invoices button - to generate invoices and email them to the selected debtors.

Auto payments button - allows the user to generate an automatic payment instruction through Procure.net.

The user will select a date range by clicking on the from and to field and selecting the date. The user will also click on the Payment date field and select the appropriate payment date. Once the dates are selected the user will click on the Refresh button to load all the relevant records.

The user will flag under the Select column the debtor that he will like to generate the auto payment for. Once satisfied the user will click on the Make payments button.

Procure.net will generate a pop-up indicating that a payment will be made and the periods it will be made for. If satisfied the user will click the OK button.

Once the auto payment instruction has been set Procure.net will pop-up a dialogue box indicating that the payments has been done and that a report will be print. The user will just click on the OK button.

Print/preview button - to print debtor information for the selected debtor.

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