Amohammad at 16:28, 29 April 2024

2024-04-29T16:28:16Z

Amohammad at 16:27, 29 April 2024

2024-04-29T16:27:46Z

Bjohnson: Created page with "===General Description=== '''Default Menu Location''' Reports >> Accounts Receivable >> AR Aging '''Screen Shot''' ArAgingReport File:AR_Aging_Report.PNG '''Function''..."

2022-07-05T19:59:59Z

Created page with "===General Description=== '''Default Menu Location''' Reports >> Accounts Receivable >> AR Aging '''Screen Shot''' ArAgingReport File:AR_Aging_Report.PNG '''Function''..."

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===General Description===

'''Default Menu Location''' Reports >> Accounts Receivable >> AR Aging

'''Screen Shot''' ArAgingReport

[[File:AR_Aging_Report.PNG]]

'''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===

'''Cust#/Company:''' Enter a Customer Number or name to run the report for only one customer, otherwise leave these fields blank.

'''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.

'''Project Id/Project Name:''' Enter a Project Number or name to run the report for one one project, otherwise leave these fields blank.

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

'''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.

'''Invoice Status:''' Choose an invoice status, or select All to see all invoices.

'''Territory:''' Select either Local or Remote to filter the report by.

'''Within X Dollars of Credit Limit:''' Enter a number to filter the report by customers who are that amount away from hitting their credit limit.

'''Over Credit Limit:''' Select from Both, Yes, or No.

'''Credit Hold:''' Select from Both, Yes, or No.

'''Open Credits:''' Select from Included, Excluded, or Only.

'''Source ID:''' Select from Bill To or Sold To.

'''Collection Notes:''' Check this box to include any collection notes from the invoices.

'''Aging Groups (Days):''' Number of days for the different groups on the report (e.g. 30-60-90-120 days). Defaults to 0. Each group # of days can be set by the user. Can also choose to exclude one or multiple of the groups from the report.

'''Report Style:''' 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.

'''Sort By:''' Client ID, Company, or Project. Will change how the report is sorted.

'''Group By:''' Company or Project. Will change how the report data is grouped.

===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

[[Category: Accounts Receivable]]

@@ Line 2: / Line 2: @@
 '''Default Menu Location''' Reports >> Accounts Receivable >> AR Aging
 '''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.

@@ Line 10: / Line 10: @@
 The time period groups will default to 30-60-90-120 days, but can be changed by the user.
 ===Fields/Filters===
@@ Line 48: / Line 49: @@
 '''Group By:''' Company or Project. Will change how the report data is grouped.
 ===Standard Report Fields (Header)===

AR Aging Report - Revision history

Amohammad at 16:28, 29 April 2024

Amohammad at 16:27, 29 April 2024

Bjohnson: Created page with "===General Description=== '''Default Menu Location''' Reports >> Accounts Receivable >> AR Aging '''Screen Shot''' ArAgingReport File:AR_Aging_Report.PNG '''Function''..."