How to Use the Debtors Notes Feature
Accfin Sky Debtors has a feature that allows you to log notes to a specific debtors account and an ability to track this note(s) to aid and streamline your debtors credit control procedures.
Below is some guidelines on how to use this feature.
1. Select the debtors Ledger from the menu as follows
2. On the client list screen , highlight the client that you wish to log a note for, the client record will be highlighted in green as below
CREATING NOTES
3. Click on the small block to the left of the client code
4. The following screen will popup
5. Click on the new icon 
at the top left, this will create a new note for the client.
Previos notes will display on the left.
6. The created by field will automatically be completed with your user name and the created date with today’s date.
7. Enter a title for your note next to NotesDesc, OVERDUE ACCOUNT in the example
8. Enter the action that needs to be taken, this is a description of what needs to be done as in the example shown.
Eg. The note can be created by a partner/manager/supervisor etc and then allocated to a debtors clerk/ credit controller to action
9. Under attend to by, enter the name of the person that you wish to allocate this note/task to.
10. Under follow up on, enter the date by which this task is to be done by.
11. When done, tick the cross at the top right to close the window.
12. A small notes icon will now display next to the client code to indicate that there is an open note for the client
13. All clients that have an uncleared/open notes will display this icon
MANAGING NOTES
14. To only list clients that have open/uncleared notes
Select the filter icon 
and select Debtors with Uncleared notes
15. To view the notes for a client, click on the notes icon, next to the code as in picture of point 12 above.
16. The notes window will display showing ALL notes for this client.
17. Notes that have a green tick next to it, indicates that the note has been closed.
18. To close or clear a note , tick the check box at attended to by, this will complete the attended to by field with your username and the attended date with todays date.
19. You can also enter information under action taken as above.
To View ALL Open / Uncleared notes
1. Click on the View Open Notes icon on the ledger screen.
2. The following screen will pop up.
3. This screen will list all open/uncleared notes for all the debtors.
4. You can sort the records on the screen by clicking on the column heading of the column you wish to sort on. This will sort on the column is ascending order
Clicking again to change the sort to descending order.
5. To sort on multiple columns, press down the shift key, then click on the column headers that you want to sort on.
6. Below I have sorted on Allocated to and Followup date
7. You can also export this list to a CSV format for use and manipulation in Excel.
Click on the export icon 
on this screen.
