Aged Debtors Reporting Options
Accounts List
With āAged Debtorsā enabled in the āGlobal Settingsā, a new reporting view becomes available within the āAccount Listā in Backoffice.
The new view includes the following fields:
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Current Owing
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30 Days Owing
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60 Days Owing
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90+ Days Owing
Accounts Maintenance Window
Enabling "Aged Debtors" in Global Settings activates a new "Aged Debtors" tab within the Backoffice Account Maintenance window.
This tab displays the following:
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Current Owing
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30 Days Owing
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60 Days Owing
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90+ Days Owing
The operator requires the āView Accountsā permission to be enabled within the Maintenance ā Accounts & Memberships operator permissions.
Accounts Statement - Generated PDF
The generated Account Statement now includes a detailed breakdown of charges, categorized according to industry-standard aging brackets.
Viewing Payment Allocations
You may find yourself in the position, where you are attempting to confirm which payments have been mapped to which charges. This can be viewed from within the Account Summary Detail window.
Create a new report view with the following fields:
- AccActivtyID -> Unique ID for account activity records
- Linked Account Activity -> Tracks the AccActivityID to the amount being mapped
- Charges -> Charge amount
- Payments -> Payment amount
The Linked Account Activity field will list the ID's that are linked, along with the balances being utilized. In the example above you can see there are two payments linked to the one charge, which totals to $410.50.
This results in the charge being set to 'Partially Paid' with a balance remaining of $205.50 as seen below
