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.

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