Modified: 2017/05/22 13:38 by EricCrocker - Uncategorized

Edit

Report - Accounts Receivable Aging

Edit

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.

Edit

Common

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

Edit

Criteria

• Custom
• Today
• Tomorrow
• Yesterday

Edit

Columns

Edit

Standard

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

Edit

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.

Edit

FAQ

Can I customize the layout of the report?

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