Description
The AR Aging report breaks down the amount outstanding in issued Invoices for each Customer.
Aging Methodology
The report is organized into 30 day buckets and breaks out the amounts owed by each customer in those buckets. The report will only pull from Invoices with the status of Issued or Partial Payment. The amounts represented in each bucket are calculated based off of the Due Date (e.g. Due Date of 5/15/2020 would be represented in the 31-60 bucket on 6/20/2020).
AR Aging Table Actions
You can further review a single Customer's Invoices by clicking the + icon arrow on the far left of the screen, next to the Customer name:
Adjust the System Date Picker - Adjust the data represented in the report to be as of the selected Date:
This means that the calculation for days from due date starts at the system date (e.g. system date set to 1/1/2020, due date of 12/20/2020 would be bucketed in the 0-30 range, even if today's date is 5/15/2020). This allows you to see the AR Aging of your customers from a specific date in time, making it easier to review historical data.
Adjust the Location Picker - Limit the data shown to be from Invoices entered for the selected Location and its children, as well as adjust the Consolidated toggle for standalone or consolidated reporting:
View Customers Invoices - Click to expand and view all Invoices which fit the criteria, and then click into individual Invoices for review.
Column Selector - Hide and reveal extra columns like Reference
Export - Table data can be exported using the export button at the top of the table.
Aging for Draft or Created Status
Review ALL Invoices not Paid, OR only those that are in Issued or Partially Paid status by enabling or disabling the Include Draft option.