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