# Debtors Age Analysis Menu

# Debtors Age Analysis

<span class="ts50">Age analysis</span><span class="ts7"> a listing of debtors' accounts (i.e., the amounts owing to a business), usually produced monthly, which analyses the age of the debts by splitting them into categories.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/scaled-1680-/mdGimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-01/mdGimage.png)

<table border="1" id="bkmrk-basic-tab-select-fro" style="border-collapse: collapse; width: 100%; height: 520px;"><colgroup><col style="width: 30.762%;"></col><col style="width: 69.238%;"></col></colgroup><tbody><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Basic Tab</span>**</td><td style="height: 29.6px;"><span class="ts7">Select from the following in order to generate age analysis list</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Date</span>**</td><td style="height: 29.6px;"><span class="ts7">Select the date for generating age analysis</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Print Type</span>**</td><td style="height: 29.6px;"><span class="ts7">Select the print type from the drop-down menu</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Currency</span>**</td><td style="height: 29.6px;"><span class="ts7">Select currency from the drop-down menu</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Add Zero Balance</span>**</td><td style="height: 29.6px;"><span class="ts7">If the box is ticked, the age analysis run will include debtors with zero balances</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Contact Person</span>**</td><td style="height: 29.6px;"><span class="ts7">Enter the contact person</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Division</span>**</td><td style="height: 29.6px;"><span class="ts7">If you have multiple Divisions, by selecting this will add this column to your report.</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Account Mgr.</span>**</td><td style="height: 29.6px;"><span class="ts7">To enter the account manager</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Status</span>**</td><td style="height: 29.6px;"><span class="ts7">To select the status from the drop-down menu</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Branch</span>**</td><td style="height: 29.6px;"><span class="ts7">To select branch from the drop-down menu</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Print Columns</span>**</td><td style="height: 29.6px;"><span class="ts7">To select print columns from the drop-down menu</span></td></tr><tr style="height: 46.4px;"><td style="height: 46.4px;">**<span class="ts7">Aging</span>**</td><td style="height: 46.4px;"><span class="ts7">The process of investigating a company's accounts receivable according to how long individual invoices have been outstanding</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Exclude Negative</span>**</td><td style="height: 29.6px;"><span class="ts7">Allows a user to tick a box to exclude negative amounts on the report</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Email</span>**</td><td style="height: 29.6px;"><span class="ts7">To enter the debtors email address</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Region</span>**</td><td style="height: 29.6px;"><span class="ts7">To select the region from the drop-down arrow</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Head Office</span>**</td><td style="height: 29.6px;"><span class="ts7">To select the head office from the question mark Button</span></td></tr><tr style="height: 29.6px;"><td style="height: 29.6px;">**<span class="ts7">Include (Exclude Debtors)</span>**</td><td style="height: 29.6px;"><span class="ts7">Allows a user to tick or untick the box according to preference</span></td></tr></tbody></table>

<span class="ts7">Standard Tab has three buttons</span>

<table border="1" id="bkmrk-contact-details-butt" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 22.0247%;"></col><col style="width: 78.0741%;"></col></colgroup><tbody><tr><td>**<span class="ts7">Contact Details button</span>**</td><td><span class="ts7">to view debtors contact details</span></td></tr><tr><td>**<span class="ts7">Debtor History</span>**</td><td><span class="ts7">shows debtors financial record history</span></td></tr><tr><td>**<span class="ts7">Print</span>**</td><td><span class="ts7">to print debtor’s age analysis report according to the selected date</span></td></tr></tbody></table>

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### View Types Explained

<span class="ts0">There are three types of view types in the age analysis, the default is the standard view.</span>

#### <span class="ts0">Standard View</span>

<span class="ts0">The standard view takes into account whether the customer is set as date of invoice or date of statement.</span>

<span class="ts0">It also looks at the terms of the customer and then works out the ageing based on that.</span>

#### <span class="ts0">Invoice date and Due date</span>

<span class="ts0">The other two view types are Invoice date and due date.</span>

##### <span class="ts0">Invoice Date</span>

<span class="ts0">If you select the invoice date the following will happen.</span>

<span class="ts0">The ageing periods will look at the months that the invoice was processed.</span>

<span class="ts0">The date of the ageing will still retain invoices in those dates and not age 30 or 60 days from invoice but put the figures in those months.</span>

<span class="ts0">Payments and allocations are taken into account for those of you type ageing.</span>

##### <span class="ts0">Due Date</span>

<span class="ts0">The due date view type takes into account the due date of the invoice and slotted into that month. </span>

<span class="ts0">So, if an invoice of 500 was processed in January on the 15th of the month and the due date of the invoice is on the 20th of February.</span>

<span class="ts0">And the payment was made in March the 15th for a value of 100.</span>

<span class="ts0">If you run the ageing for invoice date on the 14th of March, then an amount of 500 will show in the January column.</span>

<span class="ts0">If you run the ageing for invoice date on the 15th of March and have not allocated the payment, then an amount of 500 will show in the January column.</span>

<span class="ts0">The payment of 100 will show in March as a negative figure, the total due amount will then be 400</span>

<span class="ts0">If you run the ageing for invoice date on the 16th of March and have allocated the payment, then an amount of 400 will show in the January column.</span>

<span class="ts0">The above process works in a similar manner for the Due date.</span>

<span class="ts0">It just means that the ageing will look at the date the invoice is due, in which case the amount will show up in February.</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(3732).png)

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### Analysis

High a debtor and jump to the Debtor analysis window to view all transactions linked to this debtor

Open up more information on Debtors analysis - [Debtor Analysis](https://hugeerp10.co.za/hsofmanual/books/cjc-analysis/page/debtor-analysis "Debtor Analysis")

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(669).png)

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### Print

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/scaled-1680-/O6Iimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/O6Iimage.png)

##### Print Statement PDF

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/scaled-1680-/86jimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-10/86jimage.png)

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### Company Details

<span class="ts0">When a debtor is selected from the </span><span class="ts0">grid </span><span class="ts0">list - and you click on company / contact details - the user </span><span class="ts0">will have </span><span class="ts0">immediate access to the debtor information</span><span class="ts0">.</span><span class="ts0"> </span>

<span class="ts33">this makes it easier to interact with the debtor without having to go to different windows</span><span class="ts32"> </span>

<span class="ts32"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(667).png)

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### Export

<span class="ts15">Debtors&gt; Reports&gt; Age analysis &gt; Export Button</span>

<span class="ts0">Export the information to excel</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(670).png)

---

##### Collections

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/scaled-1680-/7rXimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-06/7rXimage.png)

# Branch Age Analysis

Viewing and printing Branch Age Analysis

There are three new columns in Age Analysis

<table border="1" id="bkmrk-ho-icon-to-indicate-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 29.4445%;"></col><col style="width: 70.6791%;"></col></colgroup><tbody><tr><td>**HO**</td><td>Icon to indicate that this supplier is marked as a Head Office</td></tr><tr><td>**HO Link**</td><td>Shows the Head Office account number on Head office and branch accounts.

This will be used to group all accounts to Head office accounts

</td></tr><tr><td>**Branch Total**</td><td>This gives the total due for all branches and Head Office</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/0TEimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/0TEimage.png)

Group by Head office

Click on small drop-down arrow on HO Link, then Group by this field

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/8Btimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/8Btimage.png)

This will group all the accounts together and give totals for each Head Office and Branches

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/Ih1image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/Ih1image.png)

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##### Print and Export

<table border="1" id="bkmrk-export-export-will-c" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 27.2223%;"></col><col style="width: 72.9013%;"></col></colgroup><tbody><tr><td>**Export**</td><td>Export will contain the HO flag, HO Links and Branch Totals.

This means that one is able to group in Excel Head Office accounts.

</td></tr><tr><td>**Print**</td><td>Print and Group by Head Office with sub totals</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/scaled-1680-/uFXimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-09/uFXimage.png)