The Aged Analysis Report provides a more concise view of Accounts Receivable aging. The aging is categorized by Current, 31 - 60, 61 - 90, 91 - 120, Over 120, and a Balance.
Accounts Receivable Aging may also be found via:
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Schedule Reports - Summary, Include Aging Yes (Optional)
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Statements (a separate document/page per customer, more detailed view)
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Navigate to Accounting > Accounts Receivable > Aged Analysis Report and select the report parameters (see descriptions below).
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Companies - Use the dropdown to select the companies to include in the report.
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Report Type
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Summary—Provide a per customer/control record and aging across the selected report variables. At the end of the report, provide a grand total of all aging per category.
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Detail - By customer for each transaction.
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Schedule List - Select each “Accounts Receivable” to be included, from the dropdown.
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Select Age
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All
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Current
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31 - 60
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61 - 90
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91 - 120
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Over 120
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All A/R Customers - Select "Yes" to include all A/R customers.
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Exclude 0 Balance - Setting this field to Yes will eliminate printing zero balance accounts.
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Exclude Negative - Setting this field to Yes will eliminate printing credit accounts.
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Select Date By
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Post Date (automatically recorded)
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Transaction Date (user defined in some cases)
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Include Detail
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All Detail - All of the current month’s detail from the schedule will be reported.
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Detail as of - An additional field labeled Detail as of will appear.
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Closing Date - Entries posted after this date will not appear on the Report.
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Grid Lines
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Yes
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No
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Sort By
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Customer #
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First Name
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Last Name
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Output to
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View (default)
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PDF
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Spreadsheet
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