Enterprise Accounting Tip: When using enterprise accounting, use the all consolidated option under location to create a consolidated report. You must be logged into the head office location for this option to be available.The aged accounts receivable report provides detail of the money owed to the business in an aged format. The total amount owed per contact is provided as well as the amounts for current, over 30, over 60 and over 90 days. You may specify minimum amounts owed and/or specify aging periods using the report parameters. The report is also interactive so that you may open the each receivable account directly from the report.
Minimum/Specify - Allows you to specify the minimum amount in dollars to be owed before the contact is included in the report detail. You must check the specify checkbox to enter the minimum parameter.
Include $0 Balance Accounts - Check this box if you want to include accounts with zero balances on the report.
Location - Allows you to specify which locations to include.
Enterprise Accounting Tip: When using enterprise accounting, use the all consolidated option under location to create a consolidated report. You must be logged into the head office location for this option to be available.
The aged accounts receivable report provides a summary for each aging period next to the report parameters once the report is created. The first line of the report also provide totals.
Customer Name - The name of the receivable account.
Total - The receivable account's total balance.
Current - The receivable account's current balance.
Over 30 Days - The receivable account's balance that is older than 30 days.
Over 60 Days - The receivable account's balance that is older than 60 days.
Over 90 Days - The receivable account's balance that is older than 90 days.
Create the report
Right-click on the account
Click Update Receivable Account.
