Customer Lists
  • Jeffery
    Customer Lists

    by Jeffery » Wed Feb 05, 2014 4:50 pm

    I have set up a query to only list all customers with a period 2 or Period3+ balance that is greater than $1000.00.
    As neither line 1 and line 3 do not qualify for this condition I am not sure why they are being displayed.
    Please advise

    Also I see I can sort by Code, name or Contact - Is there any way I can sort by Period3+ ?
  • COBS Tech Support
    Posts:683
    Joined:Fri Sep 09, 2005 8:23 am

    by COBS Tech Support » Thu Feb 13, 2014 11:12 am

    I think you are trying to achieve a result in a roundabout sort of a way when you already have dedicated tools built into your software to do the sort of thing you are trying to achieve.

    1. Open CAPITAL Business Manager
    2. Open Customers area
    3. Click on Overview (vertical tab near bottom left of screen)
    4. Click on Collections Manager (tab near top)

    If you have no snapshots yet, click on Add (button on right side) to create a debtor control snapshot. This might take a little while.

    Once you have the snapshot built just click on the applicable column heading to sort the debtor list by your preferred option, i.e., sort by Period3+

    The first time you use this system you will have to press Update.

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