Account Credits with Aging Report

The Account Credits with Aging report shows each account with a credit balance you owe them in columns divided by aging.

Account Credits with Aging can only be run as of so only an end date is set and the report is run from day 1 of setup to the date selected, since A/R has a running balance, and this report is intended to show the full balance of your A/R account.

This report is aged in years as this is typically the timeframe people use to determine when to write off a credit that is over x number of years.

Instructions

1. Navigate to the Reports tab

2. Select AR Reports, and then select Account Credits with Aging

3. Choose a To date as the end date of the report

4. Select the refresh button

5. View the report

   • Last/First: View the first and last name of the user account

   • Total Credit: The total credit amount for the A/R account

   • Past Year: This shows all of the credit balances in the last year

   • 1-3 Years: View credit balances for the last 1 to 3 years

   • 3-5 Years: Displays credit balances for the previous 3 to 5 years

   • 5+ Years: Any credit balances from 5 years or longer