AR Aging Report
Modified on Tue, 31 May 2016 08:37 by tpaeglis — Categorized as: Accounts Receivable , Reporting and Report Sets
Table of Contents
[
Hide/Show
]
General Description
Fields/Filters
Standard Report Fields (Header)
General Description
¶
Default Menu Location
Reports >> Accounts Receivable >> AR Aging
Screen Shot
ARAGING
Function
The AR Aging report displays Accounts Receivable aged into four different periods.
The time period groups will default to 30-60-90-120 days, but can be changed by the user.
Fields/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