v1.0 AR Age Analysis
v1.3 AR Age Analysis
This solution is used to rapidly view and filter Accounts Receivable transactions for the purpose of credit control and general efficiency in the office management of the sales cycle.
Depending on the report variant selected, this report provides rapid access to sales-side information and filtering by 'Customer', 'Invoice Number', 'Payment', 'Paid/Unpaid Invoices', aging of AR into 'Current', '30 Days', '60 Days', '90 Days', '90 Days Plus', with the option to isolate aging that is Project related or Non-Project related. This report displays all AR transactions up to the aging 'cut-off' date selected at run-time.
This solution has these performance variants:
V1.0 Tabulates Current
Outstanding Balance per Customer, showing Invoice number and Credit Limit
V1.1 View the Aging of the Customer with Total Outstanding Balances and
the last 30 Days
Age Analyses based on current due, 30 Days, 60 Days, 90 Days and 120 Days.
V1.3 View Outstanding Current Balances
current due, 30 Days, 60 Days, 90 Days and 120 Days, filter by Sales Person and Customer Category.
All of these variants contain common dynamic features:
- Swiftly and easily filter by available reporting dimensions
- User selection of the date range for reporting and a second level filter by document date
- Customized time ranges for aging
- User-defined cut-off date selected at report run-time