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To identify the clients who are considered as debtors you can: | UI Expand |
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| title | How to run an aged debtors report |
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| - Select Debtors Reports > Aged Debtors from the
 menu. The Reports window opens, listing the available aged debt reports. - Select the report you are interested in and click Run.
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| UI Expand |
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| title | How to view a list of aged debts |
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| - Click
 . The Practice Manager page opens. - Select Partner/Manager from the drop-down at Select the Practice Manager view. By default the Aged Debt graph is set to display entries for Client Partner for your employee name.
If you are a manager:- Right-click the Aged Debt graph. A pop up menu opens.
- Select Client Manager.
- Select Save homepage on the Tasks bar to save this setting.
If you want to view all clients:- Right-click the Aged Debt graph. A pop up menu opens.
- Select Practice.
- Select Save homepage on the Tasks bar to save this setting.
- Double-click the Aged Debt graph. The Aged Debt page opens listing clients with aged debt. The clients listed will depend on whether you clicked:
- The white area surrounding the Aged Debt graph to list all clients with aged debt, or
- An age band column in the graph to list clients that have aged debt in that age band.
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| If you want to open the debtors ledger for a listed client:
1. Click the hyperlink Client name. The Client page opens.
2. Click Debtors ledger in the Tasks bar. |
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