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Receivables lets you review information about your open items by providing the following aging reports:
Order By: Your sort by option.
Salesperson (Aging by Salesperson report only): The salesperson associated with this page of the report. Receivables lets you submit this report for all of your salespeople or for a specific salesperson.
Transaction Type: The transaction type of the items in this group of transactions.
Outstanding Amount: The unpaid amount for each item. Credit items display as negative numbers. Use this information to identify large transactions that require your immediate attention.
Type: The transaction type for each open item. For each customer, Receivables prints all receipts last.
Total Customer Balance: The total balance for all customers. Receivables also prints the percentage of each aging bucket's balance over the total outstanding amount for each customer.
Total Open Credits: The amount of credit items for all customers. This total is included in the Customer Total row for each customer.
Total: The totals, by column, for each customer. If you choose Do Not Show or Summarize as your Open Credits report option, Receivables does not include credit item amounts in your customers' totals. If you choose Age as your Open Credits report option, Receivables includes credit item amounts in your customers' totals. Receivables also prints the percentage of each aging bucket's balance over the total outstanding amount for each customer.
Customer Credit Memos: The amount of credit items in your functional currency for each customer if you choose Summarize as your Open Credits report option. This total is included in the Customer Balance row for each customer.
Customer Payments: The total amount of payments for each customer within this site if you choose Summarize as your Show On-Account report option. This total is included in the Customer Balance row for each customer.
Grand Total: The totals for all customers and all salespersons for each numeric column in your report.
Salesperson Customer Balance: The total balance for each customer. If you choose Do Not Show or Age as your Open Credits report option, Receivables does not include on-account payments, unapplied payments and on-account credits in your customers' balances. If you choose Summarize, these credit items are included in your customers' balances.
Total Customer Balance: The total customer balance for this report.
Total for (Salesperson): The total for each salesperson in your report.
Total Payments and Credit Memos: The total amount of credit items for this report.
Total: The totals, by column, for each customer. If you choose Do Not Show or Summarize as your Open Credits report option, Receivables does not include credit item amounts in your customers' totals. If you choose Age as your Open Credits report option, Receivables includes credit item amounts in your customers' totals.
Running Standard Reports and Listings
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