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Viewing the Aged Account/Receivable Report

The Aged Account/Receivable (A/R) report lists the aged invoices for particular day, month or year.

To view the Aging A/R report:

  1. Select Billing Director - Report Manager.
  2. Click Aging A/R Report on the Report Manager submenu. The report listing appears on the screen.

You can select the report time frame using the Time Interval drop-down menus:

The Frequency menu allows selecting the general time frame: view report for every day of a particular month (Monthly report by days), for every month of a particular year (Yearly report by months), or viewing report for every year passed from the moment you have started using Parallels Business Automation - Standard (All data by years).

The Aged A/R report displays the following:

Note: You can set as many custom age categories as you need as this described below. After this all invoices will be sorted by their age and you can determine the "age" of the invoice judging by the column where the invoice sum is displayed. For example, if an invoice balance is shown in the Current column, this invoice is non-overdue. If an invoice balance is shown in the 1 - 30 column, this invoice was issued from 1 to 30 days ago.

In the Total row you can see the total balance for invoices of each age category and the total balance of aged unpaid invoices.

To view the detailed report for a particular period of time, click the Details tab.

You can create more age categories or change the existing ones and change the invoices age filter.

In This Section

Detailed Aged Account/Receivable Reports

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