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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Account Receivable (A/R) Balance with Aging Report

  • Updated:

The Account Receivable Balance with Aging report shows each account with the balance owed in columns divided by aging.

 

Account Receivable Balance 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.

 

 

Instructions

  1. Navigate to the Reports tabs
    reports
  2. Select AR Reports > Account Receivable Balance with Aging
    ar reports - ar balance with aging
  3. Choose a To date as the end date of the report
    to date
  4. Select the refresh button
    refresh
  5. View the report
    ar balance with aging report
    • Last/First: View the first and last name of the user account
    • Total Due: The total due may include future payments where a due date is in the future; be sure to subtract that amount if you want to know what the customer owes today
    • Future: The amount due after the date chosen
    • Due Now: Balances less than 30 days old
    • 30-60: Balances listed are actually 31-60 days old
    • 60-90: Balances listed are actually 61-90 days old
    • 90+: This column shows anything older than 90 days

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