Analyze Receivables window—Summary view

Index

Analyze Receivables window—Summary view

The Analyze Receivables window enables you to view detailed information about the customers who owe you money and how long they’ve owed it. The information in this window is based upon the selections you made in the Aging Periods fields of the Reports & Forms view of the Preferences window and the entries you make in the filter for this window.

This analysis is based upon all invoices and payments recorded in your company file. If you want to analyze your receivables as of a past date, use the Receivables Reconciliation report.

The Summary view displays all the money that’s owed to you, totaled by customer.

Field Descriptions

Select view

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Summary. Select this option to display all of the money owed by your customers, totaled by customer.

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Customer Detail. Select this option to display all the money owed to you by a single customer. Click the arrow to the right of this field to display a list of customers, and then select the customer’s name.

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Sale Detail. Select this option to display all the transactions assigned to a single sale. Click the arrow to the right of this field to display a list of sales, and then select the relevant sale.

Analysis: Invoice Date (or Invoice Terms) column

This column displays the customers who owe your company money.

Total column

The total balance owed by each customer.

Aging columns

These columns display the number of days since the amount in the Total column has been due or the number of days since the sale date, depending on whether you have chosen to calculate aging based on invoice terms or date in the filter.

The aging periods are based upon the selections you made in the Aging Periods fields of the Reports & Forms view of the Preferences window.

Totals

The grand totals of the Total column and each of the Aging columns.

Aging Percent

The percent of the Total each of the Aging columns represents.

Print

Click to print the Aged Receivables [Summary] report.

Filters

Click to open the Aging Date window, where you can change the type of information that’s displayed in this window.

Close

Click to close this window.

Tips for this window

Related Topics

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Reviewing your sales information

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