Creating Aging Profiles

You can define additional aging profiles to support aging policies.

For example, you might define an Aging Profile consisting of the following buckets: 0-15 days, 16-30, 31-60, 61-90, and greater than 90 days.

You can review reports that display the count or value of transactions within each aging bucket.

To create Aging Profiles:

1. From Home, click Application, then click Configuration, and then select the System Attributes tab.
2. Select Aging Profiles.
3. Click New (+), and then New.
4. Enter an Aging Profile Name.
5. For each aging bucket in the aging profile:
   1. Click Add (+).
   2. Enter these fields:

      • Label: Enter a label for each range of days, for example, 0–30 days, 31–60 days, 61–90 days.

      • Start Day: Enter the first day of the range, for example, 0.

      • End Day: Enter the last day of the range, for example, 30.