Aged Accounts Receivable Reports

ShalomCloud now has available four aged accounts receivable reports.

The four reports are:

  • By family, summarized.
  • By family, detail.
  • By category, summarized.
  • By category, detail.

If you’ve entered Due Date in the charge, that is the field that determines the age of the receivable item. Lacking due date, the system chooses effective date. Lacking effective date, it’ll fall back to the date the transaction was entered.

There is also a selection to include fiscal year in the categories. Here’s what that means. If you already include the year in your categories–that is, if you set up new sets of categories each each, then you won’t need to include fiscal year, because it’s already there.

On the other hand, knowing that ShalomCloud carries an explicit, separate field for fiscal year, you may adopt the practice of not setting up new categories each year. In that case, if you wish to separate the commitments by year, you would want to include fiscal years on the reports.

Here’s a six-minute video that runs through how to create these reports.

A/R Aged
Aged Accounts Receivable Reports