An accounts receivable aging is a report that lists unpaid customer invoices and unused credit memos by date ranges.
An accounts receivable aging is a report that lists unpaid customer invoices and unused credit memos by date ranges. The aging report is the primary tool to determine which invoices are overdue for payment. Accoxi is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Aging Details of Receivables are included in it. Receivable aging details are a periodic report that categorizes the company’s accounts receivables according to the length of time an invoice has been outstanding. It is used as a gauge to determine the financial health of a company’s customers.
When the user opens the ACCOXI account, the Reports module will appear on the bottom left side of the modules. Click on the Reports module, it opens to various financial reports of the Organization.
There are various heads of reports like Payables, Receivables, Accounts, etc.
Click on the Receivables head and select the option Aging Details.
By clicking on the Aging Details option, Receivables aging details report will pop up on the screen.
It shows the details of sales invoices along with customer name, invoice date, due date, age details, etc.
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Description |
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Customize Report |
Users can filter the Aging details report by using the option Customize Report. By clicking on the customize report, users can filter the report by customer, reference number, or by due date between. If the user using the Customer option, need to select a customer. By clicking on the select option, a list of available customers will appear and can select the required one. User can filter the aging details by using the option Due Date in the customize menu. By clicking the by date option, need to enter the starting due date along with the end date, and then the aging details of the customers will appear on the basis of the date entered. By clicking on Run Report, users get the customized report on the basis of data entered.
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If the user wants to take the print out of the report, it can be done by using the menu Print on the top right side of the page. When the user clicks on the print menu, it opens to the Report page and it contains the details regarding the print. User can set the page range, page height, width and can enter the required number of copies here. By clicking on the Print button, the user gets the print out of the aging details report. |
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Customer Name |
This field shows the customer name of the particular invoice. |
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Type |
It shows the type of invoice. |
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Reference Number |
Reference number helps the user to identify transactions in records and it will be the continuation of the previous invoice. |
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Invoice Date |
The invoice date will be shown in this field. It is the date when the invoice is created. |
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Due Date |
This field shows the due date of the invoice. The due date is the date when the payment is due to the invoice. |
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Age (Days) |
It shows the aging days of receivable. |
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Amount |
It shows the sum total amount of the invoice. |
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Paid Amount |
This field shows the details of the amount paid. If any amount paid by the Customer, it will be shown on the field. |
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Balance |
This field shows the balance of payment amount owed by the customer. |
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Summary |
This field shows the receivable summary in days. |
When the user click on the print menu, it opens to Report page. It shows the aging details report and it consist of various menus.
Fields |
Description |
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Refresh |
If the latest data is not displayed, click on the refresh icon on the top left corner of the page to fetch the new data. |
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Pagination Control |
It controls the page navigation. Users can select the page by using the page control keys or can enter the page number in the given box. After entering the page number, it will open to the screen. |
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Page Setup |
This menu helps the user to set the page size, page orientation and margin size. By clicking on the Page Setup icon, a new tab will appear and user can select the page size, orientation and margin size with the tab. |
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Switch to Interactive Layout |
It helps the user to change the page to the Interactive Layout. By clicking on the icon, it will change to an interactive layout. |
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Zoom |
Users can use the zoom option to select the required zoom size for print. By clicking on the select option, the available zoom size will appear and can select the required size |
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By clicking on the Print button, the user gets the print out of the report. |
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Export |
The export menu enables the user to export the report to PDF format and can save it in the system. When the user clicks on the Export menu, a new tab will appear to save the file. Then the user can select the location to save the file, can set a name, and click on the save button to save the file as PDF format. |
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Exit |
Exit menu is for exit from the Print report page and it redirects to the previous page. |
Yes. You can filter the Aging Details report by using the option Customize Report.