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What is Customer Aging Report

Customer Aging Report

What is Customer Aging Report

An aging report is an essential tool for companies to track the total amount of money clients owe. It categorizes the information based on the age of the receivables, such as 30-60 days. This helps determine which accounts are delinquent and in good standing, providing critical insights into cash flow. Therefore, it is crucial to have an aging report to get an accurate understanding of the company’s financials.
An accounts receivable aging report can be compiled by date range to show unused credit notes and unpaid client bills. This report helps collection staff identify which invoices need to be paid and assesses the credit and collection function. The Customer Aging report shows reversed transactions.
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  • To access this report, Go to Account Receivable > ALL > Click on Customer Aging > Click on Report.
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  • Select the aging periods for the report.
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  • To acquire the precise info you need, adjust the filters. Choose From Customer – To Customer, Customer type, Department, Location, and so on to add or remove particular kinds of information from the report.
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  • Choose a Format. The report’s layout and/or the order in which the data is grouped and presented are both customizable.
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  • Enter a title, subtitle, and footer text for your report.
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  • By clicking the button located on the top right corner of the screen, you can view, process, memorize, export, alter, and add the report to the dashboard.
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Conclusion:- The sums of your customers owe you are displayed in a customer aging report. Reversed transactions are also displayed in the Customer Aging report.

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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.

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