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

    • Related Articles

    • Filters | Set default filter

      Question: Is it possible to set a default filter on the system? I would like to apply a default filter to display all the non-on hold or active debtor accounts in the system. Answer: Yes it is possible in version 2024.1.0.0. The operator will have ...

    • Utilities | Company Details | Default Settings 2 | Default Debtor/Creditor Terms

      Question: We want all our new debtors/clients that are added to the system to default to 30 days? Is this possible and how do we achieve this? We have a challenge that the debtors clerk forget to change this. Answer: Yes it is possible, you can ...

    • Unallocated | Debtors or Creditors | Display unallocated debtors or creditors

      Question: How do I filter for debtors that's amounts are not allocated? Answer: Please apply the following filter below. C_CB does not equal 0 or C_CB <> 0.0 The system will now only display the debtors amounts that are not allocated or unallocated. ...

    • Debtors and Creditors Month ends

      Question: We recently moved over from another accounting system to IQ and we had to perform manual month ends? How does IQ works and what is the impact on our debtors and creditors balances? Answer: The sole purpose of creditors month end is to age ...

    • Bad Debt VAT Not Reflecting Correctly on VAT201

      (Screenshot 1) Question: We want to write off the bad debt in IQ/ERP Go, but we are unable to record the VAT correctly on the VAT201 form for the bad debt. When reviewing the journal, the Bad Debts and VAT Input – Trade entries are incorrect. (Please ...