The Partner receivables report shows the selected business partner's accounts receivables or payables status.
The Partner receivables report can be found in Reports > Payment reports.
The Search report button searches receipts according to the given search conditions and displays the search result in the lower section of the view.
Using the search criteria
You can combine the search criteria as needed. When you use several search criteria, they can be combined using the conjunction AND, i.e. the search results will only include receipts that fulfil all of the given search criteria.
When searching by date, enter only a start date in order to find all items dated on and after that date. Alternatively, enter only an end date to find all items dated up to and including that date. You can also use both the start and end dates to search for items dated between them.
Available search conditions
Select either Customers or Suppliers as the search criterion from the drop-down menu.
The Search for business partner search condition defines the business partner whose receipts you want to search.
The Clear selected partner search criterion removes the business partner selection from the search criteria.
The Starting date search criterion specifies the first date from which receipts will be included in the search result.
The End date search criterion specifies the final date up to which receipts will be included in the search result.
The Group by invoice search condition groups the receipts in the search results in alphabetical order.
Processing the search result
The search result corresponding to the search criteria is displayed in the table located at the bottom of the Partner receivables report view.
You can use the Accounting button to drill down to the selected receipt’s accounting page.
When you click on the Receipts button, Procountor will display the matching balance codes of the selected receipt.
The Business partner button drills down to the basic business partner information of the selected receipt.
The In printable form button generates a list in either PDF or HTML format.