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Accounts Receivable Aging Job Aids

Revision as of 12:45, 9 July 2021 by Gelo (talk | contribs)


Accounts Receivable Aging Job Aids

Exporting Accounts Receivable Aging
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Accounts Receivable Aging
    Pro Accounts Receivable Aging (Export) - Step 02.png
    • The user can also click the Search bar then look for Accounts Receivable Aging
      Pro Accounts Receivable Aging (Export) - Step 02.1.png

  3. Click the CSV button to Extract the report into CSV Excel File
    Pro Accounts Receivable Aging (Export) - Step 03.png

    • The user has an option to filter the record by Customer, Date Range and Display Item Numbers
      Pro Accounts Receivable Aging (Export) - Step 03.1.png

Viewing Detailed Accounts Receivable Aging Entries
  1. Under Main Menu, Click Reports
    Pro Balance Sheet (Export) - Step 01.png
  2. Under Reports Menu, Go to Financial statements then click Accounts Receivable Aging
    Pro Accounts Receivable Aging (Export) - Step 02.png
    • The user can also click the Search bar then look for Accounts Receivable Aging
      Pro Accounts Receivable Aging (Export) - Step 02.1.png
  3. Clicking the Voucher under Voucher column will redirect the user to the transaction.
    Pro Accounts Receivable Aging (View Voucher) - Step 03.png