Choose company and date range
Open the relevant customer outstanding report for the correct company; select the reporting period and any available filters.
Related guide: Customer ReceiptCheck the filters
Confirm the date range, outlet or account selection and any other available filters before generating the customer outstanding report.
Review the results
Run the report and compare totals or sample lines with the underlying receivables, invoices and receipts; investigate unexpected figures.
Export or print if needed
Use the available export/print option and confirm that the exported report matches the on-screen results. Do not treat a report as approved without review.