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Only the information of debtors that were specifically selected will be added to the database with Trade information database. To select those debtors, open the window 'Select debtors trade information' (Export module Credit Alliance, button 'Trade information').

 

 

There are two ways to select the debtors that must be added to the database with trade information: automatically and manually.

 

•Automatically

The age filter at the top of the window offers the possibility to enter the number of days the expiration date of an invoice may be exceeded before information of an invoice /  debtor is added to the Trade information database (maximum age limit). When the button 'Apply filters' is pushed, d-basics automatically selects the debtors that have debts that exceed this maximum age limit.

 

•Manually

To manually select debtors that must be added to the Trade information database the following steps must be completed:

 

 

Repeat these steps until all debtors that must be added to the Trade information database are moved to the lower right column.