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Calculate supplier and customer balance
Updated over 2 weeks ago

From the Dashboard, you can calculate the customer and supplier balance.

The goal is to determine the total amount of supplier debts and customer receivables for the account.

Configuration

Pre-configured widgets are available in the widget catalog under the names "Customer Receivables" and "Supplier Debts."

See article: "Templates and Catalogs"

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

  1. In Edit Mode (click the pencil icon on the right-hand menu)

  2. Add a Widget

  3. Select the desired widget type and title

  4. In Step 3, "Data," enter "customers" for the customer balance or "suppliers" for the supplier balance.

Analysis

To easily analyze the data, you can view the details of this customer and supplier balance.

To do so, click on the data or the advanced legend.

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