Exclude debtors with special payment arrangements (not Direct Debit) from your Aged Debtors report

TABLE OF CONTENTS

• Introduction
• Exclude debtors with special payment arrangements (not Direct Debit) from your Aged Debtors report

Introduction

When you have special payment arrangements for your billing contacts, you can set up special Payment Profiles in Fees>Setup>Payment Profiles.

You are also able to set bill payers with special payment arrangements in the Fees>Setup>Parent Defaults screen as Financial Difficulty which puts them into a special filter group.

You can manage these groups on your Aged Debtors report.

Exclude debtors with special payment arrangements (not Direct Debit) from your Aged Debtors report

1. Go to the Fees>Debtor Management>Print Aged Debtors Report screen and set the range filters at the top of the screen.
2. You can choose to include, exclude, or show only customers with Financial Difficulty from the Financial Difficulty filter dropdown options.
3. Select the required report settings in the Report Filter Parameters pane.
4. In the Payment Profile panel, deselect All Payment Profiles and select only those individual Payment Profiles you want to include on the report.
5. Select the accounts to include and run the report as either a printed report or export to Excel.

For more information on producing your Aged Debtors report see the Engage Fees Collections guide Print Aged Debtors Report section.