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Customer AR Aging Report for Historical Receivables

Generate customer AR aging reports as of any specific date for financial reporting and analysis.

Updated over 3 weeks ago

What is the AR Aging Report?

AR Aging Report: A downloadable report showing customer receivables aged as of any specific date, perfect for month-end reporting and historical analysis.

The report organizes outstanding AR balances into standard aging periods (Current, 30, 60, 90+ days). Aging is calculated from invoice due dates as of your selected date.

Key Benefits:

  • Historical aging snapshots - View receivables aging as of any past date, not just today

  • Formal reporting - Generate official aging reports for financial statements and audits

  • Detailed breakdowns - Export customer-by-customer aging with optional invoice details

Accessing the AR Aging Report

  1. Navigate to Accounting in the side navigation

  2. In the General Ledger tab, click on the ellipses menu (...)

  3. Click AR Aging Report

Generating an AR Aging Report

  1. Configure your report:

    1. As of Date: Select any date to see aging calculations as of that specific date

    2. Include Invoice Details: Check to show individual invoices for each customer

  2. Click Generate Report and download the Excel file

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