In the Customer Center, search for and select the customer. With a customer record open, on the Views menu, click Aged AR.

A brief summary of customer information appears below the customer name. See information about what the summary includes.

Use View Options to choose criteria to refine or filter the information appearing in the view. For general information about using View Options, see Setting View Options.

Key View Options

Date Range

Select one of the pre-defined date ranges from the drop-down list on the left, or enter your own dates in the Includes Records Through From/To fields on the right.

Includes records through

Enter a date or use the date picker to select a specific date. Using this option changes the Date Range field to "User Defined." This date cannot be saved as a default view.

To see the data that meets your selection criteria, click Apply View.

Aged AR

Applies to: Customer Center

The Aged AR (Accounts Receivable) view displays aged accounts receivable information by policy and invoice. Monies or credits applied On Account appear with appropriate aging and are identified as On Account.

Click the plus sign in the first column to expand a row and view invoice details.

Key Fields

Header Row

 

Policy#

The number of the policy that has an unpaid receivable balance.

 

Company

The short name of the parent company.

 

Division

The short name of the division.

 

Policy Balance

The total of all unpaid invoices for the policy.

Nested Row

 

Inv #

The system-assigned invoice number.

 

Inv

The number of days old from the invoice date.

 

Eff Date

The number of days old from the invoice effective date.

 

(Aging Categories)

The unpaid amounts shown in ranges of dates. More...Closed A view of open receivable totals in aging groups. The default settings are <0, 0-30, 31-60, 61-90, and Over 90 days, but can be changed in Agency Setup.

 

Aging is based on the later of the invoice date or invoice effective date.

 

Late Charge

The cumulative total of Late Charges added to the open invoice. More...Closed A minus sign indicates a credit balance.

 

Balance Due

Invoice total including Late Charges.

By default, views and lists are limited to 100 items per page. In some Views you can choose to see more items, do any of the following, if available:

    • Use the arrows at the bottom of the page to view additional pages.*

    • Set the Max # of Records Returned field to a value greater than 100 in View Options.*

    • Use View Options to filter the results of your search.

For more information, see How to Sort Lists and Setting View Options.

*Not available for all lists.

Would you like to...

  1. From the Sidebar, choose Quick Reports.
  2. From the Quick Reports list, under the Accounting heading, choose Accounts Receivable Activity.

The AR Activity report shows the detail of receivables, whereas the Aged AR shows the same information you see in the view.

  1. The report criteria dialog box appears, with the current customer selected. Make other selections as desired.
  2. Click Print for a hard copy of the information or Preview to see the information on screen.

For more information on Form Letter selections see the Form Letters topic.

On the toolbar, click Export All. All items on all pages of the list are exported to Excel.

 

The export process retrieves the information from the database. If items have been added or changed since you refreshed the view, some information in the export file could be different from what you see in the grid.