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Age Analysis Report
Age Analysis Report
Go to the “Main Menu” select “Reports” then click on “Age Analysis Report“
Age Analysis Report lists unpaid customer invoices and unused credits by date ranges. The aging report is the primary tool used by collection personnel to determine which invoices are overdue for payment. The report is also used by management, to determine the effectiveness of the credit and collection functions. The aging report lists invoices in 30-day “buckets,” where the columns contain the following information:
- The left-most column contains all invoices that are Current (less than 29 days old)
- The next column contains invoices that are 30 days old, but less than 60
- The next column contains invoices that are 60 days old, but less than 90
- The next column contains invoices that are 90 days old, but less than 120
- The final column contains all invoices over 120+ days
You can select certian filter options to view specific reports
The “Print” option, in the upper right hand corner, will take you to a Print Preview screen so you can see the report first before actually printing.
The “Export” option, in the upper right hand corner, will immediately begin the download of an AgeAnalysis.csv file. You will then double click that file to open it and view in your default program that is set to open .CSV files. More than likely the default program is Excel. Once in Excel you can further manipulate the information.
