TABLE OF CONTENTS
Aging Report
Aging report is used to determine which customers have an overdue balance, how long the balance has been overdue. Aging Report is usually generated internally to manage the overdue invoices.
Go to Navigator, Accounting ⇒ Report ⇒ Aging report
5.4.1)Search
a.How to search an aging report
Set the criteria then Click “Search”.
The outcome will be displayed below. Click into a Trade Partner to see overdue invoices.
You can also click into the hyperlink "Run Agent/Local Statement Report" and it will direct you to the Agent/Local Statement Report page.
You could download PDF, Excel or Print it out by clicking the buttons at the top of the preview page.
b.How to print aging reports.
Set the criteria then Click "Print" to print overdue balances.
You could download PDF, Excel or Print it out by clicking the buttons at the top of the preview page.
5.4.2)Email
a.How to send emails to Sales in batch?
Click “Batch Email” to send the report to sales.
System will send the report for each Sales or Sales Manager in the user group you selected.
b.How to send emails weekly automatically
Click Tools ⇒ Send weekly E-mails automatically.
Choose ”Open” and “Save”. The mails (Invoice list overdue 90 days) will be sent automatically at 6:00 am every Friday.(EDT)
