Review receivable and payable aging
Open customer receivables and vendor payables, grouped by age.
Before you start
- Report access.
- Open sales invoices or purchase bills.
Steps
Step 1: Open the aging report
In the report hub, open Customer Aging Receivables in the Customer sub-tab, or Vendor Aging Payables in the Vendor sub-tab.
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The Customer Aging Receivables report with the Document Date Aging label.
Step 2: Choose the date
Fill in As of date and click Filter.
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The As of date field with the Filter button.
Step 3: Read the age buckets
Check the Total, <30 days, 30-60 days, 60-90 days and >90 days cards. Click a customer or vendor row to see its documents, with the Due date and Age days.
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The age bucket cards and an expanded customer row with its documents.
Step 4: Export the report
Click Export CSV, Export Excel or Download PDF.
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The Export CSV, Export Excel and Download PDF buttons in the aging report.
When you are done
- You know which customers to chase and which vendors to pay.
- The Excel file has the Summary, aging and detail sheets.
Common problems
The age differs from a due-date calculation
Age is counted from the document date, not the due date. The due date still shows in the document detail.
A message says no open customer receivables matched
No invoice was unpaid as of that date. Check the As of date and the search.
Something still unclear?
Ask us on WhatsApp. The Finday team replies during office hours and can walk you through it in your own account.