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How to Run an Accounts Receivable Aging Report by Project

Modified on: Fri, Apr 22 2022 10:46 AM

How 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. 

 

 

 

 

 

  1. Accounts Receivable   

  1. Reports 

  1. Aged Report – Detailed 

 

 

 

  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 the current date in the “Aging Date” and “Cut Off Date” fields 

  1. All other fields will auto-populate  

  1. Click Run Report 

 

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