Overview:

Aged Receivables report is a financial document that categorises a company’s outstanding customer invoices by the length of time they have been unpaid. This report is designed to assist in the total balance of all customer accounts by showing the total outstanding balances for customers, grouped by aging buckets. Using the date range, you will see a balance of the customer account, at that date in time, with the amounts grouped in aging columns.

Run The Aged Receivables Report

You will also need to have the relevant object and field permissions to view Accounts, Ledger records and Ledger Payment History records.

Follow these steps to run the Aged Receivables report.

1. Go to the Financial Reports Tab
2. Click on the Aged Receivables icon
3. Select the date ranges you would like to view on the report.
4. Click Generate Report.
5. Optional: You can also use the Export to Excel button to download a .xls file to your desktop.

The Aged Receivables Report provides a comprehensive overview of customer account balances by displaying outstanding amounts categorised into aging buckets. This report is organised by Customer Account, allowing users to assess the financial status of each account over a specified date range. By utilising the relevant object and field permissions, users can generate the report to gain insights into accounts receivable, ensuring effective cash flow management. Learn more about customising Zumzum Financials Reports such as Trial Balance, Profit and Loss/Income Statement and Balance Sheet.