Business Staff can use this form to view specific Debits. Viewers can set filters:

   •  Start Date and End Date

And if desired, in “Search:” field, add “Client” (any client’s first and last name) or “Debit Amount” (an exact amount, or a greater than a certain amount such as >1000, or a less than a certain amount such as <1000). Click on blue “Amount” to see instructions.

Note, columns that can be sorted by date, alphabetically, or numerically, have a pair of light gray up/down arrows following the column titles.

Note, to protect the data, after three days or after the end of the month, debits can no longer be edited or deleted except by an Administrator.

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