- ERP
- CRM
- Company
- Create a New Company
- Company: Details Section
- Company: Customer Charts Tab
Company: Customer Charts Tab
Use the Customer charts tab to see the overview of liabilities of a particular customer, that is represented as a ratio between the amounts of paid advances, closed invoices and open invoices for a customer. Chart accumulates the data since the partnership with a customer was initiated.
The report is split into two areas: bar chart and a table.
The Customer charts tab is a report that pertains to companies with a type Customer.
The report is not available for newly created companies as there is no accounting data to be processed by the report yet. Only when certain accounting transactions for a new company take place, the report retrieves and analyzes information from those transactions and render it in the generated table.
The table has the following fields:
Field |
Used to |
Account |
Bookkeeping account that liability balance belongs to. |
Currency |
Currency of the stated invoice. |
Invoice |
Name and numbering series of particular invoices that are still to be paid. |
Due date |
Deadline date for a customer to pay his liabilities. |
Currency amount Dt |
Amount of customer liability in the stated currency. |
Currency amount Ct |
|
Amount Dt |
Equivalent amount of customer liability in the currency of accounting. |
Amount Ct |
More information