| Use the navigation panel to go to Customer/Reports/Ageing report. (Vendor ageing reports can be found under Vendor/Reports/Ageing report.)
The Ageing report gives an overview of customers that currently owe, or soon will owe money to the company (or vendors that are owed by the company).
Click on screenshot to enlarge.
Description of fields Grouping by: The report can be grouped by ‘Balance’ or ‘Balance due’. These render two very different reports, as described in the examples below. Age interval: Number of days between ageing columns. Number of columns: Up to 10 columns can be selected here. Currency: An optional field to select the currency that the user is searching for. Skip transactions ‘On hold’: When selecting grouping by ‘Balance due’ Uniconta allows the user to exclude any transactions from the report that are marked as ‘on hold’.
EXAMPLE 1: Grouping by ‘Balance’. When grouping by ‘Balance’ the amounts are grouped by the transaction date. Transactions prior to the date selected in the date field will be shown, as per the example below.
(Click on screenshot to enlarge.)
EXAMPLE 2: Grouping by ‘Balance due’. When grouping by ‘Balance due’ the amounts are grouped by the due date as shown in the screenshot below. This report type includes all open transactions prior to the date selected in the date field. It is essentially the same data as an ‘Open transactions‘ report but with the data displayed in ageing columns.
(Click on the screenshot to enlarge).
EXAMPLE 3: Using the ‘Filter and Sorting’ form. It is possible to filter and sort by customer (or vendor) group, account number, address etc., using the ‘Filter customers’ (or ‘Filter vendor’) button in the toolbar/ribbon, as shown in the screenshot below. Read more about filters here.
(Click on the screenshot to enlarge).
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