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 SummaryUpon 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: