Creditors Age Analysis
Creditors > Reports > Age Analysis
Age analysis a listing of creditors accounts , usually produced monthly, which analyses the age of the debts by splitting them into categories
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| Basic Tab | select from the following in order to generate age analysis list |
| Date | select the date for generating age analysis |
| Print Type | select the print type from the drop down arrow |
| Currency | select currency from the drop down arrow |
| Add Zero Balance | if the box is ticked, the age analysis run will include debtors with zero balances |
| Contact Person | enter the contact person |
| Division | to select the division from the drop down arrow |
| Account Mgr | to enter the account manager |
| Status | to select the status from the drop down arrow |
| Branch | to select branch from the drop down arrow |
| Print Columns | to select print columns from the drop down arrows |
| Aging | The process of investigating a company's accounts receivable according to how long individual invoices have been outstanding |
| Exclude Negative | allows a user to tick a box to exclude negative amounts on the report |
| to enter the debtors email address | |
| Region | to select the region from the drop down arrow |
| Head Office | to select the head office from the question mark Button |
| Include (Exclude Debtors) | allows a user to tick or untick the box according to preference |
| Standard Tab | |
| Contact Details button | to view debtors contact details |
| Debtor History | shows debtors financial record history |
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to print debtor’s age analysis report according to the selected date |
Report
This Report shows the status of your transactions in terms of how much you owe your suppliers and for how long these transactions will be reflected by aging periods e.g. Current, 30 Days, 60 Days Etc
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Generate the Age Analysis using various search criteria’s in the system
Search using Currency Type – this will generate transactions in the selected
Aging
Group your transactions by Account manager
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There’s an option to view creditor History from the age analysis
When you click View creditor history button > a window opens a list of transactions against that creditor will be listed and you can view by source documents entry .
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