AR Aging Report
This report provides aging information for invoices by corporation within the selected report criteria. This report is available to systems with an active back office license.
1) Click Reporting on the main navigation bar and scroll to the Billing Reports section.
2) Select AR Aging Report to open workflow view in a new window.
3) The AR Aging Report workflow will open for selection criteria input.
While updating the form, fields marked in red are required to complete the workflow. Click on the buttons to the right of certain fields to open a new window which will allow you to search and select options related to that specific field or choose a date.
Select a corporation, aging date (the date upon which aging is based) and aging group.
Select a Format (either Summary or Detailed).
Branch Name, A/R Company and Invoice are additional optional criteria to further filter the report.
4) After entering the criteria click Confirm to generate the report.
Select Export to Excel to open the report as a csv file.
5) The report opens in a new window.
§ The header displays report name and criteria used to generate the report.
§ The data is then grouped by Corporation > Branch > AR Company > Client > Invoice Number.
6) Calculations in report:
Transaction Amounts (Invoice Amount) for the Corporation, Branch, AR Company, Client and individual invoice.
Age of each individual invoice (in days)
Amount owed for each date range (based on the aging group selected) for the Corporation, Branch, AR Company, Client and individual invoice.
Total payments made on each invoice.
Total adjustments made on each invoice.
Full Report
