Receivables Aging Summary Report

Recievables Aging Summary Report

Receivables Aging Summary Report

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. Accounts receivable aging summary shows the number of overdue dates and amount of the receivables from a particular customer.

Receivables Aging Summary Report in Accoxi

ACCOXI is the most modern accounting software that provides easy and deliberate results for accounting. It provides the module of Reports and Aging Summary of Receivables included in it. Accounts receivable aging summary shows the number of overdue dates and amount of the receivables from a particular customer. 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.

Receivables Aging Summary Report In Accoxi (2)

Aging Summary

Aging Summary

Click on the Receivables head and select the option Aging Summary. 

By clicking on the Aging Summary option, the Receivables summary 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.

 

 

 

           Fields

                                    Description

Customize Report

Users can filter the Aging summary report by using the option Customize Report. By clicking on the customize report, the user can filter the report by the customer.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. 

By clicking on Run Report, users get the customized report on the basis of data entered. 

Print

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.                      

Customer Name

This field shows the customer name of the particular invoice.

Current

The current column shows the amount that is due but does not cross the payment terms

1-15 days

This column shows the amount due from the customer between 1-15 days.

16-30 days

This column shows the amount due from the customer between 16-30 days.

31-45 days

This column shows the amount due from the customer between 31-45 days.

>45 days

This column shows the amount due from the customer for more than 45 days.

Total

It shows the sum total amount of the invoice.

Menus Available in Print View

Aging Summary Report View

When the user clicks on the print menu, it opens to the Report page. It shows the aging summary report and it consists of various menus. 

 

 

 Fields

            Description

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.

 

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.

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.

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.

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.

Print

By clicking on the Print button, the user gets the print out of the report.

 

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. 

Exit

Exit menu is for exit from the Print report page and it redirects to the previous page.

                                   

 

 

Frequently Asked Questions?

01What is the content of Aging Summary report in Accoxi?

Accounts Receivable Aging Summary shows the count of overdue days and amount receivable from a particular customer. It shows the details of customer name with invoice wise data, number of over due dates and amount of the receivables.

02How to take print out of Aging Summary with complete customer list?

  • Click on the Reports module.
  • Select the report Aging Summary from Receivables head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • You can set the page range, page height, width and can enter the required number of copies here.
  • Click on the Print menu to get the printout of the aging summary report.

03How can I export the aging summary data in to Excel format?

  • Click on the Reports module.
  • Select the Report Aging Summary from Receivables head.
  • At the right hand side of the report, there is a Print menu.
  • Click on the Print menu and it opens the print view form.
  • Click on the Export menu at the bottom right side of the page.
  • New tab will appear for save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.