Age Analysis Help

Age analysis 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

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

Email – 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 has three buttons

Contact Details button – to view debtors contact details

Debtor History – shows debtors financial record history

Print – to print debtor’s age analysis report according to the selected date