Calculate supplier and customer balance

Modified on Mon, 19 Dec, 2022 at 3:53 PM

From Dashboard it's possible to calculate the customer and supplier balance.

The objective is to know the amount of supplier debts and the customer receivables for this company. 



Configuration


Pre-configured widgets are available in the widget catalog under the name of "trade receivables" and "trade payables".


see the article : "Templates and catalogs"


To configure the widget without using these templates, here the steps to follow :


  • In edit mode (click on the pencil on the right menu)
  • Add widget
  • Select the desired type of widget and its title
  • In step 3 "Data", write "customers" for the customer balance or "suppliers" for the supplier balance


Analysis

The consultation of the detail of this customer and supplier balance is available. To do so, click on the data or the advanced legend.


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