Show AR Aging in detail.
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Legend
Filter Panel
Locating the Analyze Report
- Click on Analyze Tab
The Reports Sub Tab will automatically be selected - In the Search Reports field, type AGING
- Click on the AR Aging Report
Logic
Show AR Aging in detail.
Filter Options
| Parameter Name | Options | Description | |
| Division | All available Employers | Use this filter to refine Employer of Invoice | |
| Region | All available Regions | Use this filter to refine Region of Invoice | |
| Office | All available Offices | Use this filter to refine Office of Invoice | |
| Company | Use this filter to refine Company of Invoice based on Company's Name | ||
| Representative | All available Companys | Use this filter to refine representative of Company | |
| Roll Up To Parent Company | Yes / No | ||
| Date Type | Accounting Period Date, Due Date, Invoice Date | ||
| As Of Date | Use this filter to refine invoices based on the date provided | ||
| Age Group 1 | Define the width of Age Bucket 1 [Age Bucket 1 = 1 to Age Group 1 Value] | ||
| Age Group 2 | Define the width of Age Bucket 2 [Age Bucket 2 = Age Group 1 Value + 1 to Age Group 2 Value] | ||
| Age Group 3 | Define the width of Age Bucket 3 [Age Bucket 3 = Age Group 2 Value + 1 to Age Group 3 Value] |
Graphs/Widgets
Field Details
- Click here to go to the Invoice and Accounts Receivable Category (list of Analyze Reports)
- Click here for more information on Terms and Filters (Analyze Reports)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Notes |
| Invoice Employer | Invoice Employer | |
| Invoice Region | Invoice Region | The field is hidden but it can be selected from top to display in the report |
| Invoice Office | Invoice Office | |
| Company Office | Company Office | |
| Company ID | Company's ID in Front Office / Bold | |
| Bo Company ID | Company's ID in Back Office / Classic | The field is hidden but it can be selected from top to display in the report |
| Company | Company Name | |
| Department | Company's department Name | |
| Company Representative | Company Representatives in a comma-separated form | |
| Payment Terms | Company's Payment Terms from Customer >> Back Office Setup >> Billing Setup from Classic | |
| Credit Limit | Company's Credit Limit | |
| High Limit | Company's High Limit | |
| Phone Number | Company's Phone Number | |
| Last Company Payment Date | Company's Last Paid Date as per AsOfDate | |
| Invoice Number | Invoice Number | |
| Invoice Date | Invoice Date | |
| Due Date | Invoice Due Date | |
| Days Past Due | Invoice Days Past Due | |
| Invoice Amount | Invoice Amount | |
| Finance Charge | Invoice Total Finance Charge | Date when the Prenote was sent for the bank . |
| Last Payment Date | Invoice Last Paid Date as per AsOfDate | |
| Balance | Invoice Total Balance Due | |
| DO |
Days Outstanding (Age of Invoice) based on the Aging Date Type parameter. |
If Aging Date Type = Due Date, DO = As Of Date – Due Date. If Aging Date Type = Accounting Period Date, DO = As Of Date – Accounting Period Date |
| Current |
Invoice Balance Due whose DO less than 1 |
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| 1 - (Age Group 1) days | Invoice Balance Due whose DO is between 1 and 30 | |
| (Age Group 1) – (Age Group 2) days | Invoice Balance Due whose DO is between 31 and 60 | |
| (Age Group2) – (Age Group 3) days | Invoice Balance Due whose DO is between 61 and 90 | |
| Over (Age Group 3) days | Invoice Balance Due whose DO is over 90 | |
| Credit Hold Code | Company's Credit Hold Reason | Reason of why the service has been on hold to the company |
| DSO | Day Difference between Invoice Date and As Of Date |
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