Customer Processing List

The “Customer Draft List” is an interface that shows all drafts, with columns like draft number, settlement number, bank, branch, bank account, due date, customer and user. This helps track payments promised by customers.

Usefulness for the User

This functionality allows you to quickly see pending and settled drafts, making it easier to track due dates and coordinate with banks. Filters, like due dates, help prioritize actions.

Understanding of Customer Treaties and the List

The "Customer draft list" allows users, such as accountants or financial managers, to consult a complete view of all recorded drafts, whether they are still pending (in progress) or already paid (settled). This list is presented in tabular form, with details such as draft number, due date, customer, and banking information, making it easy to track and manage. The interface includes filtering and export options for flexible use.

Account of Records:Below the filters, the number "162" is displayed with "Number of records", indicating 162 milkings listed after applying the filters.

Export Options:At the top right, two icons are present:

• A green Excel icon to export the data to Excel format.
• A blue refresh icon to update the list