Difference between revisions of "Accounts Receivables Aging Screen"
| (One intermediate revision by one other user not shown) | |||
| Line 1: | Line 1: | ||
| − | This screen allows you to run an accounts receivables aging report on invoices sent to your customers as of a specified date or at the end of a pre-configured fiscal time period. You may | + | This screen allows you to run an accounts receivables aging report on invoices sent to your customers as of a specified date or at the end of a pre-configured fiscal time period. You can specify the party ID of a particular customer to view the invoices of that customer only, or you can leave it blank to view the aging report for all your customers. You may manually enter the "As Of" date or search for the date using the [[calendar widget]]. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the receivables aging report for actual results or for budget or forecast results. |
Clicking the [Run] button will run the accounts receivables aging report. Clicking the [Return to Receivables] button will take you back to the [[Receivables Main Screen]]. | Clicking the [Run] button will run the accounts receivables aging report. Clicking the [Return to Receivables] button will take you back to the [[Receivables Main Screen]]. | ||
| − | The report shows your customer's open invoices over four time periods (0-30 days, 30-60 days, 60-90 days, and 90+ days) and will display the outstanding balance for each invoice and an ending balance at the end of the period. | + | The report shows your customer's open invoices over four time periods (0-30 days, 30-60 days, 60-90 days, and 90+ days) and will display the outstanding balance for each invoice and an ending balance at the end of the period. For each outstanding invoice, you may click the [Email] button to email the invoice, or the [PDF] button to create a PDF file of the invoice. |
| + | |||
| + | Please note that invoices overdue according to their due date will appear in red. | ||
Latest revision as of 23:08, 13 June 2008
This screen allows you to run an accounts receivables aging report on invoices sent to your customers as of a specified date or at the end of a pre-configured fiscal time period. You can specify the party ID of a particular customer to view the invoices of that customer only, or you can leave it blank to view the aging report for all your customers. You may manually enter the "As Of" date or search for the date using the calendar widget. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the receivables aging report for actual results or for budget or forecast results.
Clicking the [Run] button will run the accounts receivables aging report. Clicking the [Return to Receivables] button will take you back to the Receivables Main Screen.
The report shows your customer's open invoices over four time periods (0-30 days, 30-60 days, 60-90 days, and 90+ days) and will display the outstanding balance for each invoice and an ending balance at the end of the period. For each outstanding invoice, you may click the [Email] button to email the invoice, or the [PDF] button to create a PDF file of the invoice.
Please note that invoices overdue according to their due date will appear in red.
