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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 Credits with Aging Report

  • Updated:

The Account Credits with Aging report shows each account with a credit balance you owe them in columns divided by aging.

 

Account Credits 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 accounts receivable (A/R) has a running balance, and this report is intended to show the full balance of your A/R account.

 

This report is aged in years as this is typically the timeframe people use to determine when to “write off” a credit that is over x number of years.

 

 

Instructions

  1. Navigate to the Reports tab
    reports
  2. Select AR Reports > Account Credits with Aging
    accounts receivable account credits 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
    account credits with aging
    • Last/First: View the first and last name of the user account
    • Total Credit: The total credit amount for the A/R account
    • Past Year: This shows all of the credit balances in the last year
    • 1-3 Years: View credit balances for the last 1 to 3 years
    • 3-5 Years: Displays credit balances for the previous 3 to 5 years
    • 5+ Years: Any credit balances from 5 years or longer

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