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How to Run a Total Outstanding Accounts Receivable Report by Project

Modified on: Fri, Apr 22 2022 10:44 AM

How to Run a Total Outstanding Accounts Receivable Report by Project

Document Overview 
- Report shows total outstanding balance due from Owner by project  
- Report shows outstanding balance in 30/60/90 day increments 

NOTE: This report does NOT provide invoice details. 
 

Sample Report Below. 

 

 

 

 

 

  1. Accounts Receivable   

  1. Reports 

  1. Aged Report - Summary  

 
 

 

  1. Enter the same Company number in the “From Company” and “To Company” fields  

  1. Enter the same project number in the “From Job” and “To Job” fields 

  1. Enter “Aging Date” and “Cut Off Date” (optional) 

  1. All other fields will auto-populate  

  1. Choose Report Type (PDF/Excel) 

  1. Click Run Report 

 

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