Accounts Receivable Aging - Revision history

Gelo: Changed categories.

2022-04-08T02:04:09Z

Changed categories.

Gelo: Changed categories.

2022-04-07T06:22:10Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:03:55Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:03:46Z

Changed categories.

Gelo: Changed categories.

2022-04-06T06:02:24Z

Changed categories.

Gelo at 05:20, 30 March 2022

2022-03-30T05:20:34Z

Gelo at 05:32, 3 March 2022

2022-03-03T05:32:03Z

Gelo at 02:53, 28 February 2022

2022-02-28T02:53:06Z

Gelo at 02:28, 14 December 2021

2021-12-14T02:28:18Z

Gelo at 03:55, 2 December 2021

2021-12-02T03:55:27Z

← Older revision		Revision as of 02:04, 8 April 2022
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	[[Category:Sales]]		[[Category:Sales]]
	[[Category:Sales Reports]]		[[Category:Sales Reports]]
		+	[[Category:Billing]]

← Older revision		Revision as of 06:22, 7 April 2022
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	[[Category:Financials]]		[[Category:Financials]]
	[[Category:Financial Statements]]		[[Category:Financial Statements]]
		+	[[Category:Sales]]
		+	[[Category:Sales Reports]]

← Older revision		Revision as of 06:03, 6 April 2022
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	[[Category:Financials]]		[[Category:Financials]]
		+	[[Category:Financial Statements]]

@@ Line 105: / Line 105: @@
 |}
 <br />
-[[Category:Financial Statements]]

← Older revision		Revision as of 06:02, 6 April 2022
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	\|}		\|}
	<br />		<br />
		+	[[Category:Financial Statements]]

@@ Line 70: / Line 70: @@
 =====<span class="mw-headline" id="Exporting_Accounts_Receivable_Aging" style="box-sizing: inherit;">Filtering Records and Exporting Accounts Receivable Aging</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Accounts Receivable Aging]]''' under [[Financial Statement]] Reports.
+#Under Reports Page, Click '''[[Accounts Receivable Aging]]''' under [[Financial Statement]] Reports.
-#Under [[Accounts Receivable Aging]], click the '''Export Button''' on the right side. Take note that you can filter the date and the customer for precise exportation of records.
+#Under Accounts Receivable Aging, click the Export Button on the right side. Take note that the user can filter the date and the customer for precise exportation of records.
 [[File:Financial Statement - Accounts Receivable Aging - Export.png|border|center|2020x2020px]]
@@ Line 78: / Line 78: @@
 =====<span class="mw-headline" id="Viewing_Vouchers_on_Accounts_Receivable_Aging" style="box-sizing: inherit;">Viewing Vouchers on Accounts Receivable Aging</span>=====
-#Under the Main Menu, Click '''[[Reports]]'''
+#Click [[Reports]] under Main Menu
-#Under Reports Menu, Click '''[[Accounts Receivable Aging]]''' under [[Financial Statement]] Reports.
+#Under Reports Page, Click '''[[Accounts Receivable Aging]]''' under [[Financial Statement]] Reports.
-#Under [[Accounts Receivable Aging]], Check the Reference Column, you will see the voucher list with links for a specific date. Click on the voucher number to redirect you to the View mode of the selected Voucher.
+#Under Accounts Receivable Aging, click the reference links under reference column to check the records corresponding to the customer’s transaction on a specific date.
 #*The user may Received the payment when viewing a specific [[Accounts Receivable]] record.
 #*The user may tag a [[Profit Center]] when viewing a specific Accounts Receivable record

@@ Line 102: / Line 102: @@
 |- style="box-sizing: inherit;"
 | style="" |Financial Statements
-| style="" |[[Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Payable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Cash Position]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Check List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Deposit List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Collection Register]]
+| style="" |[[Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Income Statement]]<nowiki> | </nowiki>[[Profit and Loss Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Payable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Cash Position]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Check List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Deposit List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Collection Register]]
 |}
 <br />

@@ Line 1: / Line 1: @@
 <div style="text-align: center;">
-[[Financial Statement]] | [[Accounts Receivable]] | [[Accounts Receivable Aging]]
+[[Financial Statement]] | [[Accounts Receivable]] | [[Accounts Receivable Aging]] | [[AR Detailed Report]] | [[AR Transaction Report]]
-</div><br />
+</div>
 ==Accounts Receivable Aging==
 ====Accounts Receivable Aging Menu====
 '''Accounts Receivable Aging''' are list of [[Accounts Receivable]] that has not been paid by User. This report categorizes the set of invoice that has been outstanding over a specific period(can be within a month range, 2 months range or over 2 months)
@@ Line 10: / Line 12: @@
 =====<span class="mw-headline" id="Requirements_before_using_Sales_Quotation" style="box-sizing: inherit;">Requirements before using Accounts Receivable Aging</span>=====
-*The user should setup have the following records in order to proceed on using the <span>Accounts Receivable Aging</span>
+*The user should setup and have the following records in order to proceed on using the <span>Accounts Receivable Aging</span>
 *#[[Customer]]
 *#[[Accounts Receivable]]
@@ Line 72: / Line 74: @@
 #Under [[Accounts Receivable Aging]], click the '''Export Button''' on the right side. Take note that you can filter the date and the customer for precise exportation of records.
 =====<span class="mw-headline" id="Viewing_Vouchers_on_Accounts_Receivable_Aging" style="box-sizing: inherit;">Viewing Vouchers on Accounts Receivable Aging</span>=====
@@ Line 78: / Line 82: @@
 #Under [[Accounts Receivable Aging]], Check the Reference Column, you will see the voucher list with links for a specific date. Click on the voucher number to redirect you to the View mode of the selected Voucher.
 #*The user may Received the payment when viewing a specific [[Accounts Receivable]] record.
-{| class="wikitable" style="box-sizing: inherit; border-collapse: collapse; border-spacing: 0px; background-color: rgb(248, 249, 250); font-size: 14px; color: rgb(34, 34, 34); margin: 1em 0px; border: 1px solid rgb(162, 169, 177); font-family: &quot;Open Sans&quot;, Roboto, arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: auto;"
+[[File:Financial Statements - Accounts Receivable Aging - View.png|border|center|2162x2162px]]
 ! colspan="2" style="background-color:rgb(234, 236, 240);text-align:center;" |'''Modules'''
 |-
@@ Line 86: / Line 94: @@
 |- style="height:25px;"
 | style="" |Maintenance
-| style="" |[[Maintenance]]<nowiki> | </nowiki><span>[[Customer]]</span>
+| style="" |[[Maintenance]]<nowiki> | </nowiki><span>[[Customer]]<nowiki> | </nowiki>[[Profit Center]]</span>
 |- style="box-sizing: inherit;"
 | colspan="2" style="vertical-align:middle;text-align:center;" |'''Reports Module ([[Reports]])'''
@@ Line 95: / Line 103: @@
 | style="" |Financial Statements
 | style="" |[[Balance Sheet]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Income Statement]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Ledger]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[General Journal]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Trial Balance]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Statement of Account]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Accounts Receivable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AR Transaction Report]]<nowiki> | </nowiki>[[Accounts Payable Aging]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Detailed Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[AP Transaction Report]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Cash Position]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Check List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Deposit List]] <span style="color: rgb(34, 34, 34)"><nowiki>|</nowiki></span> [[Collection Register]]
 |}
 <br />