AR Aging by Due Date Report(Month)
Last updated
Last updated
The A/R Aging Month page provides businesses with a comprehensive overview of their accounts receivable, organized by the aging of invoices. It presents a breakdown of outstanding invoices based on predefined aging periods, typically categorized as 30 days, 60 days, 90 days, and over 90 days. This categorization allows businesses to identify the payment trends and prioritize collection efforts accordingly.
By accessing the A/R Aging Month page, businesses can quickly assess the current status of their accounts receivable. The page displays critical information such as customer names, invoice numbers, invoice dates, due dates, and the outstanding amounts for each invoice. This level of detail empowers businesses to track the aging of invoices, identify overdue payments, and take appropriate actions to resolve outstanding balances.
Step 1: Filtering options to customize the report's parameters.
Company Code From: This option allows you to enter a specific range of company code to filter the data or leave it blank
As of GL Date: By selecting a date using the calendar picker, the report will show the aging information based on the outstanding balances as of that particular GL date.
Customer Number: By entering a customer name or selecting it from a dropdown menu
Summary: Choose whether you want a summarized view of the aging information or a more detailed breakdown of individual invoices.
Report Format: Choose between PDF or Excel format for the report output.
Step 2: Click the "Run Report" button
Locate the "Run Report" button and click on it.
This triggers the system to process and generate the report based on the provided criteria.
Step 3: Wait for the report to generate
Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.
Please be patient while the system completes this task.
Step 4: Review the report
Once the report is generated, it will be displayed on the screen.
Carefully review the report, focusing on the information about the number of each column and rows.
Step 5: Save or export the report
If needed, save or export the report for future reference or to share it with others within your organization.
This ensures that you retain the data and can access it whenever necessary.
By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding outstanding transaction management.
