Search Optifacts User Documentation
Table of Contents (on this page)
Introduction
Print this report for aged account balances.
The Aging Report will provide Account Aging Data on all accounts with a balance. There are several options when preparing the report. You can print for one account, a group of accounts, one territory, or a group of territories. You can print this report to the screen or a printer.
Dates:
- Last month’s open item aging date (for open item accounts if you have any) – this date would be the first date of the current billing cycle.
- Inclusive beginning date of this billing period – this date would be the first date of the current billing cycle.
- Include invoices dated through – the date would be the last date of the current billing cycle.
Procedure
From the Optifacts Main Menu:
Select Option 1 – Accounts Receivable and press Enter.
Select Option 2 – Monthly Routines and press Enter.
Select Option 1 – Aging Reports and press Enter.
- Follow the on-screen prompts pressing Enter past each field.
To view and download these instructions as a PDF file, click on the following document image.
