Customer Processing Filter

The customer draft filter is a feature built into financial management software, designed to help users quickly find specific drafts. A customer draft is a financial document, like a promissory note, committing the customer to pay on a specific date.

Example of Use

Suppose a user wants to find all drafts due in January 2024 for STOCK PRALIM:

1. Click on the “Filter” icon.
2. In "Due start date", enter "01/01/2024".
3. In "Due date", enter "01/31/2024" (required).
4. In "Search", enter "PRALIM STOCK".
5. Validate the filter.
6. Result: The table only displays matching drafts, for example, 5277812 (due 01/14/2021, RC00000002).

Advantages and Usefulness

• Targeted Search:Allows you to quickly locate specific drafts, for example, all those due in January 2024 for a given customer, avoiding manually going through a list of 162 drafts (as shown in the statistical summary).
• Efficient sorting:Facilitates sorting by due dates, useful for managing late or upcoming payments.
• Time Saving:Reduces the time needed to find relevant information, especially with a large volume of deals.
• Flexibility:Combines several criteria (dates, customer, bill number) for personalized searches, adapted to the user’s needs.