Modified: 2017/05/22 11:38 by EricCrocker - Uncategorized

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Report - Accounts Receivable Aging

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Introduction

The Accounts Receivable Aging report is normally run at the end of each billing cycle. This is to present invoice/transaction aging info across a current, 30, 60, 90 day grid

This report is launched from the Reports window.

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Common

Please be sure to review the Reports page for common functionality shared by the majority of our reports.

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Criteria

• Custom
• Today
• Tomorrow
• Yesterday

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Columns

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Standard

• Applied
• Detail
• Current
• 31-60
• 61-90
• 91-120
• 120+
• Total

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Additional

• Agency - See Agency.
• Contract - Who placed the contract.
• Last Pmt Rcved - The last payment received.
• Phone
• Primary Conflict -See Conflict.
• Product
• Revenue Source - See RevenueSource.
• Revenue Type - See RevenueType.
• Sales Person - See Salespeople.
• Secondary Conflict -See Conflict.
• Station - See Station.
• Status

This window is MyViews enabled.

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FAQ

Can I customize the layout of the report?

Yes you can, just use the MyViews capability that you can read more about here.