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Summary

This article describes configuring Aged Reports and Settings. An Aged Balance report details the amounts owed by customers by age. If a customer owes you $50.00 and that $50.00 was due two months ago, it would be considered an 'aged receivable'. EngageIP has several aged reports described below.

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The above image depicts the configuration for the below report image:

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Aged Report Configuration

1. Click Setup tab

2. Click Aged Balance Report Settings

3. Add the number of days each column should represent (example below)

   

4. Click the Save button

5. Confirm the changes took effect by going to the Aged Report

   1. Load the Reports tab

   2. Click on Aged Balance

   3. Click the Date button in the lower right

   4. On the page that loads select a date (this forces the system to regenerate the report with your new configuration)
      Note: the Date value returns values that are less than the selected date. For example, to report on transactions that are dated April 30th or older, select a date of May 1. If you select April 30th as the date the report will return date up until the end of day, April 29th

   5. Confirm that the report shows the columns as needed

Automating Aged Report Generation

The below allows you to setup an SQL job to generate an AR report on any schedule you wish. If your AR report takes a long time to load then this approach may be a good option.

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