The aged receivables report displays the aged balances of accounts and the total aging of all receivables as of today or for a specified aging bracket. You can send this report to your accountant monthly.
To view the aged receivables report
How to get to there
From the Home menu, under Reports, clicktap Aged Receivables.
The Aged Receivables page opens.
On the Aged Receivables page, set up the following options:
Locations - The aged receivables and aged totals will be calculated for the selected locations. Do any of the following:
Select the All check box to view aged receivables and aged totals for all locations and to view the organization aged totals.
Select the check box next to the current location's name to view the aged receivables and aged totals for that location.
Click Select Locations to select the desired locations.
Period - The aged receivables will be calculated up to the current date or for the selected age of accounts. Select All (as of today), Over 30 days, Over 60 days, or Over 90 days.
Include Organization Summary - Select this check box to view the organization's aged totals (the sum of the aged totals for all locations in the organization).
Procedures - Filter the report to include all procedures, orthodontic procedures, or all procedures except orthodontic procedures. Currently, the set of orthodontic procedures cannot be customized.
Wait for the report to load. This can take from one to five minutes, depending on the date range.
To print the report, clicktap Print.