Time to Get Paid Report

Time To Get Paid Report In Accoxi

Time to Get Paid 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 it consists of various heads of reports like Payables, Receivables, Accounts, Purchase, sales etc. Time to Get Paid included in Customer Payments head. This report contains the intervals of time within which the customer paid. The report helps the user to identify the intervals of time taken by the customer for payment. It displays the time within which the customer paid for the invoice differs by the respective number of days. The report shows details of paid customers along with four different intervals within which payment did. Four intervals are 0-15 days, 16-30 days, 31-45 days and Above 45 days.

When the user opens the ACCOXI account, 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, Customer payments, Supplier payments, purchase, sales etc.

Click on the Customer Payments head and select the option Time to Get Paid. 

By clicking on the Time to Get Paid option, details will pop up on the screen.

Time to Get Paid

Time To Get Paid

The report shows details of paid customers along with four different intervals within which payment did. Four intervals are 0-15 days, 16-30 days, 31-45 days and Above 45 days. 

 

 

       Fields

                   Description

Customize Report

Customize report enable the user to filter the details. By clicking on the customize report, user can filter the report by customer, or by date between.

If the user using Customer option, need to select a customer. By clicking on the select option, list of available customers will appear and can select the required one. User can filter the details by using the option Date in the customize menu. By clicking the by date option, need to enter the starting date along with the end date, and then the time to get paid details of the customers will appear on the basis of the date entered.

By clicking on Run Report, user get the customize report based on 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 click on the print menu, it opens to 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, user gets the print out of time to get payment details report.                       

Customer Name

This field shows the customer name of the particular invoice.

0-15 days

This column shows the amount paid by the customer between 0-15 days.

16-30 days

This column shows the amount paid by the customer between 16-30 days.

31-45 days

This column shows the amount paid by the customer between 31-45 days.

Above 45 days

Above 45 column shows the amount paid by the customer more than 45 days.

 

 

Menus Available in Print View

Time To Get Paid Report View

When the user clicks on the print menu, it opens to Report page. It shows Time to get paid report view 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. User can select the page by using the page control keys or can enter the page number in the given box. After enter 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 Interactive Layout. By clicking on the icon, it will change to an interactive layout.

        

Zoom

User can use the zoom option to select the required zoom size for print. By clicking on the select option, available zoom size will appear and can select required size.

                           

Print

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

 

Export

Export menu enable the user to export the report to PDF format and can save in the system. When the user click on the Export menu, a new tab will appear for save the file. Then user can select the location to save the file, can set a name and click on save button to save the file as PDF format.            

                                                                                                       

Exit

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

                                   

 

 

 

Frequently Asked Questions?

01What is the content of Time to Get Paid Report in ACCOXI?

In ACCOXI from Customer Payments user can access the Time to Get Paid report. The report contains the details of the required payment received dates from customers. It shows from how many days each customers are paying back to the business. It shows the details of customer name and the payment days.

 

02How to take print of the Time to Get Paid Report with complete list of items?

  • Click on the Reports Module.   
  • Select the option Time to Get Paid from Customer Payments head.
  • At the right hand side of the report, there is a Print button.  
  • Click on the Print button 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 button to get the printout of the time to get paid report with complete list of items.

03How can I export the time to get paid report data in to Excel format?

  • Click on the Reports module.
  • Select the option time to get paid from customer payments head.
  • At the right hand side of the report, there is a Print button.
  • Click on the Print button and it opens the print view form.
  • Click on the Export button at the bottom right side of the page.
  • New window will appear for to save the file. You can select the location to save the file.
  • Click on save button to save the data in Excel format.

04How can I check the amount received from a Customer with above 45 days?

  • Click on the Reports Module.
  • Select the option Time to Get Paid from Customer payments head.
  • Then the Time to Get Paid Report opens and at the right end side of the report table user can view the amount from above 45 days of the corresponding customer.

05Is there any option to filter the Time to Get Paid Report by selecting a single customer?

Yes. You can filter the Time to Get Paid Report by using the option Customize Report and can filter the data with a single customer. It can be done by following steps;

  • Click on the Reports Module.  
  • Select the option Time to Get Paid from Customer Payments head.  
  • Click on the Customize Report menu.
  • By clicking on the customize report, you can filter the report by date between and customer. If you want to filter the data by single customer select the customer from the drop down list.
  • Click on Run Report to get the customized data