Aging by Revenue Item (All Open Invoices) Report

Introduction

This report shows all revenue items and, underneath each revenue item, a breakdown of profiles that have unpaid invoices (as of today's date) with that revenue item. Each invoice amount will either appear in the "Not Yet Due" column or one of the past due columns: 0-30 (days), 31-60, 61-90, 91-120, or 120+.

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Running the Report

  1. Click on the Reports menu and Run a Report.
  2. Click to expand the Revenue Reports.

  1. Click on Aging By Revenue Item (All Open Invoices).

This will open a window where you define parameters for the report.

After you click OK to run the report, you can refresh the report page at any time to go back to the parameters window, and make changes.

At the top of the report, be sure to look at the paging controls (see screenshot below). If the button on the right (next page) is available then there is more data.

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Parameters

After you define these parameters, scroll to the bottom, and click OK to go into the report.

Accounting Package Name Contains: This allows you to include data for a specific accounting package based on the Revenue Item(s) used on the invoice. In your Global Settings (Admin menu), under the Accounting Packages tab, you will see the Accounting Package Name. If you want to focus on data for that package, enter that name in the parameters window.

Otherwise leave this as All to show all data.

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Breakdown of Report

Each section of the report contains a revenue item and, listed below the revenue item, every profile (member or non-member) that has unpaid invoices with that revenue item. Each profile includes:

  • Profile ID
  • Profile Name
  • Unpaid Invoice Date
  • Invoice Number
  • Invoice amount

The amount will either appear in the Current column or in one of the past due columns: 31-60, 61-90, 91-120, or 121+.

  • Invoice total due
  • All invoice totals

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Exporting

If you chose the Export View (Parameters) then do NOT use this option because it will print an unreadable report. Instead use the Export option which is detailed below.

In the top left corner is a button to print which allows you to export this report to PDF.

Once exported to PDF, you can view and print the PDF.

Also in the top left corner is a button to export to other formats.

The other available formats include:

  • Crystal Reports (RPT)
  • PDF
  • Microsoft Excel
  • Microsoft Word
  • Rich Text Format
  • Character Separated Values (CSV)
  • XML

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