Uniteam manual

List Type

Choose Balance to see invoices and payments, or Invoice List to see invoices only.

Debtor/Creditor

Single Customer

Choose if the list shall contain Debtor only, Creditor only or Both Invoice Types.

Searchable by name as in other programs - once selected From/To customer will be filled with customer number.

Only Due Items

If you wish to see Due Invoices only, select Yes.

Only open items

If you wish to see Open Invoices only, select Yes.

From/To date

Select the date Interval. System will default to current year.

From/To Customer

Defaults to all Customers, but you can insert a range.

From/To Debtor Grp.

Defaults to all Debtor Groups, but you can insert a range using the drop down.

From/To Creditor Grp.

Defaults to all Creditor Groups, but you can insert a range using the drop down.

Per. Date

If Only Due is chosen you must insert a date for Due Date passed.

Page break cust

Select yes if you wish the customers listed in separate pages.

Grand total

Select yes if you wish the list to contain a Grand total for all pages.