Accounts Receivable Reports

Accessing Accounts Receivable Reports

1. In the side navigation bar, select the 'Reports' option.
   
   
   
   
2. Within the Reports section, locate the category of accounts receivable reports. You may find options such as 'Age Receivable,' 'Ageing Summary,' 'Customer Balances,' 'Sales Invoice Details,' and more.
   
   
   
   
3. Click on the specific report you wish to access. For instance, select 'Age Receivable' among the available reports.
   
   
   
   
4. Specify the date range for the report, allowing you to select a specific date, month, quarter, or year for the accounts receivable report. Additionally, you have the option to further refine the report by specifying invoice range and customer range.
   
   
   
   
5. Click the 'Apply' button to create the accounting report based on the selected date range. The report will be displayed, presenting the relevant financial data.
   
   
   
   
6. In addition, you have the flexibility to export the report to Excel by a straightforward click on the Excel icon, or print a hard copy for record-keeping. Furthermore, you can download the report for offline access and printing, and if preferred, maximize the view for a more detailed examination.
   
   
   
   
7. Using a similar approach, you can access all other Accounts Receivable reports, including Ageing Summary, Customer Balances, Sales Invoice Details and more, with the same method of navigation and report generation.