Accounts Receivable Aging Report

How to Run an Accounts Receivable Aging Report in 10X ERP

The Accounts Receivable (AR) aging report provides an overview of outstanding invoices and their due statuses. Users with the necessary permissions can access and filter this report to analyze overdue accounts, add notes, generate customer statements, and export data for further review.

Steps to Run an AR Aging Report:

  • Navigate to Accounts Receivable to access the aging report table.
  • Apply Filters such as invoice date, due date, or past-due status to narrow down results.
  • View Notes by clicking on date entries in the notes column to review or add collection-related notes.
  • Check Customer Statement History to see when a statement was last sent.
  • Generate Customer Statements by selecting invoices and choosing "Customer Statement" to send via email.
  • Drill Down into Invoices by clicking on the invoice count hyperlink to view detailed invoice records.
  • Export Data to a Spreadsheet for further manipulation, printing, or emailing.
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