Overdue accounts or outstanding balances FAQ

Fred Office Plus

What is my total outstanding on all accounts (Credit, Loyalty, Hire or Layby)?

1. Open the Account List report.
2. Change the Account Format filter to Credit, Loyalty, Hire or Layby.
3. Click Run Report.

4. View the figure in the Balance column (below the grid).

   If you want to get a total for all accounts, you will need to record this figure, re-running the report for each of the account formats.

What is the total outstanding on all credit accounts (Personal, TAC, WorkCover, Other and Supplier)?

Option 1

1. Go to Contacts, then select Accounts.

   If using the buttons, this will automatically default to Charge Open.

2. Click Show All.
3. Right-click on the bottom grid line under the Balance column and select Sum.

Option 2

1. Open the Account List report.
2. Leave Credit selected in the Account Format filter.
3. Click Run Report.
4. View the figure in the Balance column (below the grid).

What is the total outstanding of all active Personal or TAC or WorkCover credit accounts?

Option 1

1. Go to Contacts, then select Accounts.

   If using the buttons, this will automatically default to Charge Open.

2. Click Show All.
3. Right-click on the bottom grid line under the Balance column and select Sum.

4. Click the filter icon on the top-right of the Type column heading and select Personal or TAC or WorkCover.

   To remove this filter, click the close icon below the bottom grid line.

Option 2

1. Open the Account List report.
2. Leave Credit selected in the Account Format filter.
3. Select Personal or TAC or WorkCover.
4. Click Run Report.
5. View the figure at the bottom of the Balance column (at the bottom of the grid).

What is currently outstanding for a given account?

1. Go to Contacts, then select Accounts.
2. Search for the account and view the Balance column.

What was my outstanding (based on statement run) for all active credit accounts?

1. Go to Contacts, select Accounts, and then select Statements.
2. View the Amount column for the scheduled statement run (bottom of screen).

How do I find the 30, 60, and 90 day balances based on a statement run for all active credit accounts?

1. Go to Contacts, select Accounts, and then select Statements.
2. Highlight the current schedule (bottom of page) and click Summary to display the Statement Summary report.

3. View the columns Days 30, Days 60 and Days 90.

   These figures will only display if you have selected Show 30, 60, 90 day balances in Tools>Account>Options>Statements tab.

   This is not a time-based setting but rather 30 is the previous statement's overdue amount — 60 is the overdue from the statement before that and 90 the amount outstanding from statements prior to these two.

How do I get a credit account summary for a given date range?

1. Open the Account Activity report.

2. Leave the Account Format filter set to Credit.

   You can restrict this report to an Account Type(s) by ticking Personal, Supplier, TAC, W/C and/or Other.

3. Select the Start and End date via the Transaction Between filter.
4. Click Run Report.

How do I get a credit account summary by group(s) for a given date range?

1. Open the Account Activity report.
2. Leave the Account Format filter set to Credit.
3. Use the Transaction Between filter to select the Start and End date.
4. Click Advanced Filters.
5. Click the group(s) in the Account Group Selection filter.
6. Click Run Report.

For all overdue accounts, how do I see the number of times the account has been accessed in the date range of the last statement run?

1. Go to Contacts, then select Accounts.
2. Click Statements.
3. Highlight the current schedule (bottom of page) and click Summary.

4. Use Column Chooser to add in the Visits column.

   The Visits column shows the number of times a payment has been received through the register and/ or sale has been made. It does NOT show activity through back office.