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

Step 6: Save the Filter (Optional but Recommended)

• 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