PS Help: Practice Manager
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Debtors

Practice Manager only

Debtors are people or organisations who owe your practice money for goods and/or services that you have supplied to them.

The Debtors Ledger enables you to view the outstanding debtors transactions. These are in essence unpaid bills. Receipts and adjustment entries are entered in the Debtors Ledger. Receipts can be allocated to a specific bill item down to the employee level.

The Style and Mode fields of the Debtors Ledger change to reflect the selected view. The Ledger table incorporates additional columns depending on the selected view.

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Some options and buttons will not be available for use depending on the selected view.

By default, only unpaid debtors transactions are displayed in the Debtors Ledger. Click the Show Zero checkbox located at the bottom of the Debtors Ledger to show all transactions from a specified dated.

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Any entries in the debtors ledger in RED are overdue payments.

The Debtors Ledger has the following views which can be accessed from either the Tasks bar or the toolbar:

  • Adjustments — this mode enables you to create an adjustment note for a particular debtor payment.


For more information, see Debtors adjustments.

  • Receipt — this mode enables you to enter receipts for payments received against outstanding client bills and unallocated cash.


For more information, Debtors receipts.

  • Ledger — this mode enables you to view the aged debt for the client and reverse receipts entered incorrectly.

You can also export the client bill data to a Microsoft Excel spreadsheet or preview or print it.

Related topics

Accessing the debtors ledger

Viewing debtors bills

Debtors adjustments

Debtors receipts

Adjustments to print

Bank deposit slip

(Australia) M-Powered import

Tax receipt to print

Debtors reports

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  Overview

  Using Practice Manager

  Clients and contacts

  Employees

  Suppliers

  Assignments (AE)

 

  Timesheets, disbursements
and expenses

 

  Billing

  Debtors

 

 

  Bookkeeping

 

 

  Other topics

practiceSolutionsHelp
Accountants and Partners
Practice Manager
AE Practice Manager (AU)
AE Practice Manager (NZ)
AO Practice Manager (AU)
AO Practice Manager (NZ)
Australia
New Zealand

Copyright 2023 MYOB Technology Pty Ltd. All rights reserved. This help topic is provided as a guide only, in accordance with our Legal Disclaimer.
For specific taxation or accounting advice, please consult the relevant tax authority or regulator.