How to Run an Accounts Receivable Aging Report by Project
Modified on: Fri, Apr 22 2022 10:46 AMHow to Run an Accounts Receivable Aging Report by Project
Document Overview
- Ability to view outstanding balance due from an Owner by project in 30/60/90 day increments
- Report shows invoice details including date, outstanding amount, and retainage
- Useful for Project Administrators and Project Managers to view outstanding Owner payments
Sample Report Below.
Accounts Receivable
Reports
Aged Report – Detailed
Enter the same Company number in the “From Company” and “To Company” fields
Enter the same project number in the “From Job” and “To Job” fields
Enter the current date in the “Aging Date” and “Cut Off Date” fields
All other fields will auto-populate
Click Run Report