3.4.12 Demands
The Demands screen in the Workbench enables you to view Demands across all the Blocks which you manage.
To access the screen go to: Finance -> Accounts Receivable -> Demands.
The screen has various filters that you can search by including Block name, Unit name, Payment Status, Demand Type, Date From / Date To Date Range (the default date range shows one month up to today’s date).
The Date Filer By allows you to select whether to filter the demands by invoice date or accounting date.
Both the Invoice Date (Inv. Date) and Accounting Date (Acc. Date) are also displayed on the list.
NOTE: The demanded amount and the balance outstanding amount is broken down individual per demand line. This allows you to keep track of each demand type such as reserve fund separately.
You can also use the Search field to search for a relevant keyword item and the column headings can be clicked on to change the sort order.
In addition, you can download an Excel or PDF list of the demands which you have searched for.
Plus on the far right hand column you are able to click on the Details button to open up that specific demand details screen ( see screenshot below)
NOTE: where you see a document icon you can click on it to view a copy of the demand.
The demand details screen displays the same information that is shown for that particular demand in the Block area with the additional benefit of being able to see a copy of it in panel on the left hand side of the screen.
You will also see any Matching Data if available (Here you can 'Unmatch' demands from receipts as well) and you can also use the Login to Block button to go the Invoice Lookup screen for that Block.