No categories assigned

Pro Accounts Receivable Aging Job Aids

Revision as of 12:26, 9 July 2021 by Gelo (talk | contribs) (Created page with "== <span class="mw-headline ve-pasteProtect" id="General_Ledger_Job_Aids" style="box-sizing: inherit;" data-ve-attributes="{"style":"box-sizing: inherit;"}...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

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