This report provides an accounts an aging summary for specific revenue items as of a date that you specify Results are broken down, grouped, and sorted by revenue items.
This is a key report for obtaining receivables aging history for specific revenue items.
How to Run
From the File Menu, choose Reports > Revenue Reports > Accounts Receivable Reports > Aging by Revenue Items as of Specified DateUpon running the report, it will prompt you for the following parameter(s):
- Please enter the As of date for your report (AsOfDate) - Enter an "as-of" date to base your aging on. Commonly, you would enter the current date, but you can enter ANY date for historical purposes.
- Enter revenue items (Revenue Items) - Upon running the report, you will be prompted to enter a range of revenue items (from X......to Y). The Start Range and End Range are basically asking for starting letter alphabetically you’d like the revenue items to start with and the End Range is the ending letter. For example to list all revenue items “A – E” you would enter “A” in the Start Range field and “E” in the End Range and then click on “Add Range”. You can also select individual revenue items from the column on the left.
- Select Invoices to Include (InvoicesToInclude) - Select either "Past Due Only" (default) or "Include Invoices Not Yet Due"
- Enter report date (AsOfDate) - Enter the "As-of" date for the report.
Here is a sample of the report's output: