LA A/R - Reports: Aging Reports

Aging Reports

This AR Reports panel routine prints three lists of customers with open items. The Age field in the reports shows the number of days since the Invoice Date for each item listed.

Directions

  1. Choose AR Account — You may accept the All option or choose By Selected to identify a specific AR Account (as defined on the Preferences > Accounts Receivable screen) to which the invoice(s) link.

  • Only Print Invoice Over — Mark this check box to limit the report to invoices that are past due by at least the number of days you enter here. That field becomes active when this check box is marked.

  • Select Sales Rep (Sponsor) — Mark this check box if you want to select a specific Sales Representative (or Sponsor) and only print invoices linked to that record. The list box becomes active when this check box is marked.

  1. Choose Report — Choose one of the three report options:

  • Aging Report — This report shows different aging periods for the amounts owed by customers.

Define Settings: Mark the items to include:

Cut-off Date: Enter the last date to include in calculating aging.

  • By Summary — Mark this check box to omit invoice details.

  • Display Aging Grid — Mark this check box to display items in a grid that organizes items by length of time they have been past due.

  • Select Customer — Mark this check box to select a specific customer from the list, which becomes active when the check box is marked.

  • Open Items by Date — This report lists all unpaid customer invoices as of a date that you define.

Ending Date: Enter the last date to be included in the report.

  • Aging Report by Billing Codes – This report groups items first by Billing Codes.

Cut-off Date: Enter the last date to include in calculating aging.

  1. q Date Range – Mark this check box to use a Date Range instead of the Cut-off or Ending Date. When marked, the report will only print invoices, and the balances that are due for these invoices, so long as they fall within the range defined. Any invoice that is dated outside that range will not print on the report and it will not be included in the overall totals.

  2. Sort Option — Select the order in which to list customers on the report:

  • Name — This option lists customers in alphabetical order.

  • ID — This option lists customers in ID number order.

  • Zip Code — This option lists customers in Zip Code order.

  1. Select Next to move to the Output Destinations screen.

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