A/R Aging Report (Summary, Detail, & Reconciliation)
To access A/R Aging Report, select menu option: Reports > Accounts Receivable > A/R Aging Report.
Report Search Criteria
This report can be filtered by an ‘as of’ date, sales rep, product, product type and business unit. The report defaults to ‘Open’ = cash + barter. You can opt to show just Open Cash or just Open Barter using the ‘Status’ search field.
Should the ‘Excluding Payment Plan Invoices’ toggle option be enabled, Payment Plan Installment Invoices will not be displayed in the Aging Report results page. Please note that the toggle will be enabled by default and will also appear on the Aging Report Results page
AR Summary Report Results Page
The A/R Aging Report shows a summary or details of open receivables, unpaid invoices and credits to customer accounts. This aging report offers a quick view of customers with open balances and groups the summary in GAAP-standard 30-day buckets: Current, 1-30, 31-60, 61-90, 91-120 & 120+. The detailed version of the aging report will group invoice details in sections defined by the previously described aging groups.
- The checkboxes can be used for actions to take ‘Print’ or ‘Export’ the Report in a .CSV file.
- The ‘Summary Only’ dropdown at the top can be used to switch between Summary Details and For Reconciliation here.
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