Introduction/Purpose: 

A Financial Accounting system’s Customer Ageing Report provides an overview of past-due payments owed by various customers, organised according to how long they have been past-due. Businesses use this report to monitor and manage their accounts receivable, guaranteeing prompt collections and efficient cash flow management.

How To Navigate To Customer Ageing Report: 

The navigation includes the following steps for viewing the customer ageing report in the Financial Accounting system

• Click on the reports tab: The reports can be accessed by clicking on the report tab on the side menu.

• Click on customer ageing report:  The customer ageing report can be accessed by clicking it from the customer transaction ledger section.

Customer Ageing Report Listing:

A customer ageing report in a Financial Accounting system is a feature which provides a detailed list of all transactions.

• Users can view the following information in the customer ageing report listing page.
  • Account name
  • Code 
  • Currency 
  • Total 
  • Current 
  • 31-60days/61-120days/121-180/181-365/above 365

User can perform the following actions 

• Filter : The “Filter” function allows users to search for specific keywords, with added customization options such as filtering by column and using conditions like “contains,” “doesn’t contain,” “begins with,” and “ends with.”

• Start from & End date: The “Start from and end date” choices let users select the year to start from and the period range that the report will cover.

• Exclude zero: The “Exclude zero” function allows the user to choose whether to include the zero-balance accounts or not.

• Amount in: The “Amount in” field allows users to choose the base from which we are generating the report.

• Column: The “Column” function allows the user to modify the column, such as by adding or removing columns from existing reports, which will affect the report.

• Print : The “Print” function allows users to print content by opening a print dialogue or displaying a preview of the content to be printed.

• Export : The “Export” function allows users to extract customer ageing report data from the Financial Accounting system and save it in a format that can be used outside of the system.