---
title: "January 2023 | Feature - The Debtor Dashboard"
canonical: "https://kb.myframeworks.com.au/space/Blog/blog/10223624/January%202023%20%7C%20Feature%20-%20The%20Debtor%20Dashboard"
format: markdown
---
# Overview

The **Debtor Dashboard** allows you to view a list of your debtors and their outstanding balances. From here you can view your debtors' outstanding balance separated into age buckets and the total balance due, your debtor's status and, any unallocated payments.

# Navigating to the Debtor Dashboard

To navigate to the **Debtor Dashboard**, complete the following:

1. Click the **Frameworks Home Icon** and navigate to **Receivables** > **Enquiries** > **Debtor Dashboard** from the navigation tree.

# Searching the Debtor Dashboard

Use any of the following search fields to narrow your search:

- **Supervisor**: Enter the user ID of the debtor's supervisor or use the **User Finder**. Leave blank to search all customers.
- **Search**: Enter the customer name, customer number or partial name or number.
- **Status**: Select an option from the dropdown menu.


![image](media://86577bda-0da1-401e-bb88-565c982b85ee)


Also available are a variety of checkboxes. Enable or disable the available checkboxes to refine your search as follows:

- Enable the **Current**, **30 Days**​, **60 Days**, **90 Days **and/or **120 Days** checkboxes to display debtors that have an outstanding balance in each respective age bucket.
- Enable **Unallocated Payment** to display customers with unallocated cash.
- Enable **Include Zero Balance** to display zero balance accounts as well.

> ⚠️ The checkboxes are considered as OR conditions. If **Current **and **30 Days** are selected, debtors with balances in either or both age buckets are displayed.

# Using the Debtor Dashboard

Along with all the available credit information, from the **Debtor Dashboard**, you can access the following related Frameworks activities:

1. **Customer Dashboard**
2. **Customer Maintenance**
3. **Customer Payments**

![image](media://d8b38779-d3e1-401b-88ea-0da06d93e010)

## 1. Customer Dashboard

Clicking the **Customer No.** hyperlink will take you to the debtor's **Customer Dashboard** entry and view the following:

- Customer details
- Credit Information
- Invoices, quotes, orders, projects and jobs
- Sales history and payment history
- Contracts, etc.

> ✅ Refer to [Customer Dashboard](#) for more information.

---

## 2. Customer Maintenance

Clicking the **Status** hyperlink will take you to **Customer Maintenance** where you can view and edit various customer details, credit information, permissions, etc.

> ✅ Refer to [Customer Maintenance](#) for more information.

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## 3. Customer Payments

If a customer has any unallocated customer payments, the total amount will be displayed here in hyperlink form. Clicking the **Unallocated Cash** hyperlink will take you to **Customer Payments**.  
Within **Customer Payments,** you can allocate customer payments to invoices and appropriate age buckets.

> ✅ - Refer to [Customer Payments](#) for more information.
> ✅ - Refer to [Customer Payments](#) Operator Guides for more information on processing customer payments.