Accounts receivable aging detail by period

Use the Accounts receivable aging detail by period report in Menu > Reports to review the individual transactions that make up open receivables for a selected accounting period. The report groups posted activity by aging period, applies payments and other applications through the selected period, and excludes transactions posted later or already closed by that period.

Run the report

1. Open Menu > Reports. In Search by report or description, enter the report name and press Enter.
2. Select Accounts receivable aging detail by period.
3. Select Change date range, choose the reporting period, and apply the change.
4. Optionally filter by Transaction ID, Transaction type, or Customer.
5. Review the transaction detail. Use Collapse one level or Expand one level to change the displayed detail.
6. To download the report, select Export as PDF or Export as Excel (.xlsx).

How the report is calculated

The report includes receivables activity posted by the selected accounting period and applies payments and other applications through that period. Transactions posted after the selected period and transactions already closed by that period are excluded. Open balance is the sum of the remaining receivables amount for each displayed transaction. Age is the number of days between the due date and the current date.