Report Catalog - Accounts Receivable Summary

Report Overview

This report provides an accounts receivable summary as of a date that you specify. Results are broken alphabetically by revenue item and list amounts in a common aging format (Not Yet Due, Current, 31-60 days, 61-90 days, 91-120 days, 121+ days and Total.)  This report also factors in prepayment amounts and provides a net account receivables total.


This is a key report for obtaining a high level view of your organization's account receivables.

How to Run

From the File Menu, choose Reports > Revenue Reports > Accounts Receivable Reports > Accounts Receivable Summary
Upon running the report, it will prompt you for the following parameter(s):
  • Enter a report date (AsofDate) - Enter a date that you would like an aging period for
  • What date so you want to use for aging? (Aging_Date) -  Select either "Use As-of Date" or "Use Today's Date".


Here is a sample of the report's output:
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