Accounts Receivable Summary ReportLast updated on 03/22/2022
Purpose of the Accounts Receivable Summary Report:
This report provides a summary of customers who have outstanding balances with aging information.
Common uses for this report:
Use this report to identify the customers whose payments are past due.
How to find this report:
Click Reports > Search [Accounts Receivable Summary] > Click the report name. Then you will be able to set filters and run the report.
Report filters
Business unit
Filter by business unit. This report can be run by a single business unit or all business units.
Status
Filter by status. This report can be run by posted, exported, or all invoices.
Ignored Deposits
Select the checkbox to ignore deposits.
Include pinned customer notes
Select the checkbox to ignore pinned customer notes.
View or download the report
Click Update to view the report.
The report can be downloaded in three different formats:
Export to Excel (.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (.csv) (click the dropdown arrow next to Download PDF)
Export to Excel (Allow Long-Running) (click the dropdown arrow next to Download PDF)
You can print statements by location from the report. Click Print Statements to view the statements.
Explanation of report columns
The report includes the following columns:
(Report columns)
(Report columns continued)
Explanation of report totals:
(Report Totals)
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.