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Page History: AR Aging Report

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Page Revision: Thu, 20 Aug 2009 18:51


Report

Default Menu Location

Reports >> Accounts Receivable >> AR Aging

Click here for a screenshot

General Description

The AR Aging report displays Accounts Receivable aged into four different periods.

The time period groups will default to 30-60-90-120, but can be changed by the user.

Report Filters

Customer No/Company: Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank.

Aging Groups (Days): Number of days for the different groups on the report.

Age From: The report can age the invoices from Invoice Date or Due Date.

Include/Exclude/Deposits Only: This option applies to prepaid deposits (cash receipts that are not applied to an invoice and are marked as a deposit).

As of: Enter a date here to run the report as of a prior date. Leave this field blank to run the report as of the current time.

Invoice Status: Choose an invoice status, or select All to see all invoices. Salesperson: Choose a salesperson to run the report for only one salesperson. This filter is applicable to the salesperson listed on the invoice.

Account Manager: Choose an account manager to run the report for only one account manager. This filter is applicable to the account manager listed on the invoice.

AR Account: Enter an AR GL account to filter the report for a single account number.

Detailed or Summary: The Detailed view will list each invoice and it's aged amount. The Summary view will only list the customer and total AR for each aging group.

Drill Down View: Drill Down View of the report, with hyperlinks to the Customer and Invoice.

Standard Report Fields (Header)

The report forms are different for every customers, although some basic fields are the same. The following is a list of some report expressions:

Customer: The Company's name and customer's number.

  • custno + company

Customer Total: The balance total for the customer.

  • balance

Report Total: The total balance of the report.

  • balance

Additional Report Fields for Customization



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