Broker Aged Accounts Receivable Report

Data Source: Uses Current AMS360 Database

The Broker Aged Accounts Receivable report allows you to view aged invoices for brokers. When you create the report, you can choose custom aging categories. Detail and Summary views are available.

  • The Detail View is sorted by broker. You can filter and sort the information once you open the report.

  • A default Summary View, titled Invoice Executive Summary, is provided. The summary is sorted by broker, then invoice executive and includes invoice balances and aging. Click the plus (+) icon to see invoice detail.

  • You can also add more summary views by clicking + Add Summary View.

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

Data Level Security for this report: Business Unit
The filter list that contains Division, Branch, Department, and Group contains all business units.

 

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