How do I create an OI list?

You can review the financial status of your customers and suppliers by means of an OI (open items) list. 

You can find your OI list by navigating to "Accounting - Reports - Open positions".



You can export an Excel file which lists the financial status of your customers or suppliers on a certain date.



When you have selected the date, simply click on the appropriate list of customers or vendors and the list of open items will be exported as an Excel file.

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