Solution Properties
Solution ID:
200427112231182
Last Modified Date:
Tue Jan 10 12:42:58 UTC 2023
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
The Aged Debtors report
Description

You can run aged debtors reports to view outstanding balances on your customer accounts. This helps you to chase debt and track amounts owed to your business.

Let's take a look at how to do this.

Cause
Resolution

Run an Aged Debtors report

  1. Click Customers, then click Reports.
  2. Click Aged Debtors, then select the report you want to run:
    • Summary - Shows one line per account with the total outstanding amount for the period
    • Detailed - Shows the individual outstanding transactions making up the total balance for each account, the transactions are grouped by customer
    • Drillable - A summary report, with the option to drill down into each figure to show further detail
    • Contacts - Shows summary information, along with the account contact name and telephone number.
  3. Click Preview and complete the criteria window:
    • Cust Ref - Select a range of customer records, or leave this to run the report for all records
    • Transaction Date - The date range of the transactions that makes up the report
    • Inc Future Tran - Selecting this option includes any invoices, credits or payments on account that were outstanding after the date the report was run to. To include any future transactions that have also been paid after the report to date, you must also select the Exc Later Payments option
    • Exc Later Payments - Selecting this option includes any invoices, credits or payments on account that were outstanding at the date the report was run to. You must select this option when running the report retrospectively

Run the report retrospectively

To see the outstanding transactions at a particular date, select the Exc Later Payments checkbox when completing the criteria window.
Example: Aged Debtors report
To find out further information about each field in the report, hover your mouse over each section.

Common questions

  • Why doesn't my Aged Debtors report match my Trial Balance figure?

There are several reasons for a difference between the figures.  You can use our help guide to resolve this issue.  Read more >

  • Can I run the report for a specific date in time?

To run the report for a specific date range, for example your year end, enter the required date range and select the Exclude later transactions checkbox.

  • Can I customise this report?

You can customise any report or layout in Sage 50 Accounts - Read more >

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