Identifying Inactive Debtors with Outstanding Balances | Usage of Default Filters

Identifying Inactive Debtors with Outstanding Balances | Usage of Default Filters

Info

You are managing the debtors book for a company.

Over time, some clients stop purchasing but still have outstanding balances.

These accounts are risky because:

  • They are inactive (no recent transactions)
  • They still owe money
  • They are often forgotten in normal collections processes

Step 1: Navigate to Debtors

  • Go to Debtors / Debtor Masterfile

Step 2: Open the Filter

  • Click on the Filter option (usually at the bottom or top of the grid)

Step 3: Go to Advanced Filter

  • Select the Advanced tab

Step 4: Enter the Filter Expression

Type the following exactly:

(TOTAL <> 0) AND (DATELASTDEBIT < CURRENT_DATE - 180)

Step 5: Apply the Filter

  • Click OK or Apply
  • The system should now display:
    • Only debtors with a non-zero balance
    • Where the last debit/transaction is older than 6 months
  • Click Save Filter

  • Give it a name, for example:

    Debtors > 6 Months Outstanding or Debtors <> 0.00 > 6 Months

Step 7: Set as Default

  • Tick or select “Set as Default” (if available)
  • This ensures the filter loads automatically when opening Debtors related modules

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