This report provides an accounts receivable summary for specific revenue items that you you specify Results are broken alphabetically by revenue item and list amounts in a common aging format. This report also provides useful metrics, such as To 25 Oustanding Accounts, etc.
This is a key report for obtaining receivables aging history for specific revenue items.
How to Run
From the File Menu, choose Reports > Revenue Reports > Accounts Receivable Reports > Aging OverviewUpon running the report, it will prompt you for the following parameter(s):
- Select revenue items (Revenue Items) - Upon running the report, you will be prompted to enter a range of revenue items (from X......to Y). The Start Range and End Range are basically asking for starting letter alphabetically you’d like the revenue items to start with and the End Range is the ending letter. For example to list all revenue items “A – E” you would enter “A” in the Start Range field and “E” in the End Range and then click on “Add Range”. You can also select individual revenue items from the column on the left.
- Enter report date (AsOfDate) - Enter the "As-of" date for the report.
Here is a sample of the report's output: