Accounts Receivable Report in Accoxi

The accounts receivable report provides a comprehensive overview of customer balances.

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ACCOUNTS RECEIVABLE REPORT

An accounts receivable report provides a comprehensive overview of the amounts owed to a business by its customers. The accounts receivable balance is the total amount of money owed to the company by its customers at any given point in time. In Accoxi, the report displays the customer's balance.

ACCOUNTS RECEIVABLE IN ACCOXI

Accounts Receivable

To access the ledger report, go to the Accounts head and select the Accounts Receivable option. This action will prompt the ledger report to appear on the screen.

Menus Available In Accounts Receivable Report

MENU AVAILABLE IN ACCOUNTS RECEIVABLE REPORT

Field

Description

Customize

The user has the flexibility to tailor the report data by clicking on this button. Data filtration is possible based on the date period. In the filter window, the user can input the starting and ending dates to customize the data according to the specified date range.

Export to Excel

By clicking this button, users can export the report to Excel.

Export to PDF

Clicking this button allows the user to export the report to PDF.

Print

This button enables users to print the accounts receivable report.

Email

To send the report via email, simply click this button. The report in PDF format will be attached to the email, and you can input the recipient's email address, CC address, subject, and any additional details for the email.

Pagination

The pagination control offers the capability to navigate from one page to another.

Exit

Clicking the 'Exit' button allows the user to exit from the report.

DATA AVAILABLE IN ACCOUNTS RECEIVABLE REPORT

Field

Description

#

The symbol '#' represents the number of lines in the given context.

Customer Name

The field contains the name of the customer.

Debit

It displays the debit balance associated with the customer.

Credit

It reveals the supplier's credit balance.

Total

It reveals the total amount, taking into account both debits and credits.

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