Debtor Manual

DEBTOR – MEMO TYPES

Menu name – Debtors  -

This function allows for the set up of basic Codes which are used in the

Posted Notes tab

of the

Masterfile.   There are a few basic codes which Accrivia will set up – which are automatically activated when certain functions are performed – eg: Redundant, an entry will be made  by the system whenever you make a Debtor redundant etc.     While some like these happen automatically, you can also make manual entries in this screen, which is where extra codes could be useful.

If helpful, you can set up more codes to suit your requirements, and these codes can then be used to produce reports for certain occasions. 

Examples to use:

Bad Debtor – make a manual entry whenever you have a Debtor “go bad”, enter the details of what happened and how much money is owed.

New Accounts – whenever a new account is set up, a manual note can be added which could include details of promised prices etc.

Closed Accounts – similar to above, however would provide details of why a customer has closed his account.

Occurrences such as the examples listed above can prove very interesting to Management and reports can be run at any stage which would provide details of each type, which can then studied and provide an insight in how to improve company policies.

1. To run a report go to

R

EPORTS

| D

EBTORS

|

Debt Inq tab – Debtor Memo Types

2. Make your selections as required; noting that only one memo type at a time can be selected.

3. Preview / Print your report

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