In this article, you will learn about
- What are the ageing details reports
- How to use the ageing details report
- Export ageing details report to PDF or to CSV
- Answers to some common questions about ageing details report
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Using the ageing details reports
The Ageing Details report shows a list of all the ageing jobs grouped by the debtor. The are organized into logical ageing range groups such as 31-45 days, 46-60 days, by the age of amount outstanding within that range of days.
Click on Reports in the navigation. In the expanded view, click on Ageing Details.
The Ageing Details page shows you a list of debtors.
See the following details for each record in the list.
- Customer: The debtor name for the corresponding ageing payment record.
- Job ID: The job number associated with that ageing payment.
- PO #: The purchase order number that is associated with the ageing payment.
- Invoice Date: The invoice date
- Total Amount: The total amount in the original invoice.
- Amount Due: The amount that is unpaid so far.
- Age: The number of days by which the invoice is overdue now.
- 1-30 Days: The amount that is overdue now by 1 to 30 days.
- 31-45 Days:
- 46-60 Days:
- 61-90 Days:
- 91+ Days:
- Latest Note:
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Using Search
Search the ageing details for a specific debtor. In Search Company Name, write the company name that you want to search. Denim shows the matching company name, as below.
Click on the name and the list updates to show the matching company record only.
Click on the Reset icon to see the complete list of all records.
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Using filters
While looking at the list, you can filter the list to see specific types of ageing details.
Click on Filter to see different filters options.
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Apply Filters
Select a filter, and you can see options to set the filter values. For example if you select Date Range, a calendar opens where you can select a range of dates—start date and end date.
Click on Apply and the list shows you only those ageing details that apply to this range of two dates.
Use the other filters, as required.
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Clear Filters
To clear the filters, click on the Filters button.
- Click on the Clear All button to clear all the filters.
- Clear the box for specific selected filter to clear it.
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Export ageing details report to PDF of CSV
Click on the Export button. There are two options to export the ageing details report.
- Export to PDF: Select this option to export the ageing details to a PDF document.
- Export to CSV: Select this option to export the ageing details to a CSV file.