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Customers Balances

alameen ERP contains detailed reports on the accounts of customers and suppliers that help you follow up the financial position precisely, including the "Customers Balances" report.

Report Purpose​

With the "Customers Balances" report, you can show a statement of the balances of customers or suppliers over a set period of the current year: the report shows the credit and debit balance, and the details of the payments and the maximum balance.

You can set the balance condition from the conditions available in the report window, including: Debtors only, Creditors only, Who exceeded the max balance.

You can also enable the options for showing the zero balance customers and the customers that have no maximum balance.

Reaching the Report​

You can reach the Customers Balances report from the main ribbon - Customers tab - Statements and Balances group.

Once requested, the report window appears as follows:

Customers Balances

The report window contains various fields and options that help you view the details you need.

Report Window​

The window lets you set the criteria and data you want the report to show. It includes several main sections, such as the filter fields, the report terms, the various options, and the sources the report is drawn from.

For more details, go to Report Window.

Report Window Operations​

You can perform many operations on the report data, such as previewing and exporting.

For more details, go to Report Window Operations.