Viewing information about buy-outs

Information about buy-outs can be viewed with the following reports:

List Buy-outs

watch this video to see how to view information about buy-outs in the List Buy-outs window or follow the steps below it.

Navigate to the correct window

  1. Navigate to Creditors / Buy-outs / List Buy-outs.

Enter the report parameters

  1. Select the appropriate financial year from the Year dropdown list.
  2. Select the appropriate period range from the From Period and To Period dropdown lists.

Generate the report

  1. Click the Accept button.
A buyout can be marked as “Do not Invoice” by selecting the appropriate buy-out and clicking the Do not Invoice button. It is just a flag, no entries (financial or otherwise) are generated.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options and click the OK button.

List Entries/Period Ledger

Watch this video to see how to view information about buy-outs in the Ledger, List of Entries/Period window or follow the steps below it.

Navigate to the correct window

  1. Navigate to Ledger / Reports / List Entries/Period.

Enter the report parameters

  1. Select the financial year from the Year dropdown list.
  2. Select the appropriate periods from the From Period and To Period dropdown lists.
  3. Select Expenses from the Entries dropdown list.
  4. Select to include Ud Payments and Ud Cheques in the relevant checkboxes, if you wish.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options and click the OK button.

List Entries/Period Creditors

Watch this video to see how to view information about buy-outs in the Creditors, List of Entries/Period window or follow the steps below it.

Navigate to the correct window

  1. Navigate to Creditors / Reports / List Entries/Period.

Enter the report parameters

  1. Select the financial year from the Year dropdown list.
  2. Select the appropriate periods from the From Period and To Period dropdown lists.
  3. Select Expenses from the Entries dropdown list.
  4. Select to include Ud Payments, Ud Cheques and Allocation Entries in the relevant checkboxes, if you wish.

Generate the report

  1. Click the Accept button.

Print the report

This step is optional.
  1. Click the Print button.
  2. Specify the print options and click the OK button.
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