RECEIVABLE ENTRY LEVEL

The Receivable Entry Level report allows users to filter and view receivable entries based on specific criteria such as date range and customer ID. This interface is designed to help users quickly access and analyze receivable data for better financial management.

  1. Navigate to the "Finance".
  2. Under "Reports", select "Collection Tracker Entry Level Reports". STEPS TO Reports

Collection Tracker Entry Level Reports Interface

Collection Tracker Entry Level Reports Interface

Date Filters

  • From Date: Select the start date for the report using the date picker.
  • To Date: Select the end date for the report using the date picker.

Action Buttons

  • Filter Button: Applies the selected filters to display relevant data.
  • Clear Button: Resets all filters to their default state.
  • Customer ID: Dropdown to select a specific customer. Allows filtering of receivables by customer.

Action Icon

  • Filter Icon: Applies the selected filters to display relevant data.

Icons

  • Search Bar: Located at the top right, allows users to search within the report.
  • Download Icon: Allows exporting of the report (Excel/PDF).
  • Refresh: Reloads the report data.
  • Home: Navigates to the home page.
  • Back: Returns to the previous page.

How to Use

  1. Set the Date Range: Use the 'From Date' and 'To Date' fields to specify the period for which you want to view receivable entries.
  2. Apply Filters: Click the 'Filter' button to display the filtered receivable entries.
  3. Clear Filters: Click the 'Clear' button to reset all filters and view all entries.
  4. Select Customer (Optional): Choose a customer from the 'Customer ID' dropdown to filter results for a specific customer.
  5. Apply Filter Icon: Click the 'Filter' Icon to display the filtered receivable entries.
  6. Search: Use the search bar to find specific entries within the filtered results.