Aged Debtors

Option	Description
Date	The date the report should cover. Aged amounts will be determined using this date as the zero point.
Show Client Only	When this is selected, the report shows debtor values by client only, instead of by client and project.
Commission Aged Debtors	This is applicable only when commission is enabled in System Options.
Allocate Debtors	When this is selected, the report takes allocated payments into account so that tracking figures are clearer.
Exclude zero values	Exclude all clients and projects with a zero debtors figure.
Exclude Proformas	Exclude pro forma invoices from calculations.
Debtors over and including	This option enables you to restrict the report to debtors with amounts outstanding for more than a particular span of time. For example, if you select 90 days, the report includes only debtors with amounts outstanding for 90 days or more.
Include values above	This option enables you to restrict the report to debtors with amounts outstanding that exceed a certain amount. For example, if you enter 200, the report includes only debtors with an amount of €200 or more outstanding.
Report Filters tab	You can filter the report for Client and Project Analysis Codes. The filtering options you have chosen are displayed in the report header.
Grouping tab	Repeat Groups enable you to generate a separate report for each member of an analysis group. Suppose that you select the Manager analysis group in the Repeat Groups section. The report will be generated separately for each member of the Manager analysis group. You can also include a summary with each report, or generate report summaries only.

Show Client Only

When this is selected, the report shows debtor values by client only, instead of by client and project.

Allocate Debtors

When this is selected, the report takes allocated payments into account so that tracking figures are clearer.

Exclude Proformas

Exclude pro forma invoices from calculations.

Include values above

This option enables you to restrict the report to debtors with amounts outstanding that exceed a certain amount. For example, if you enter 200, the report includes only debtors with an amount of €200 or more outstanding.

Grouping tab

Repeat Groups enable you to generate a separate report for each member of an analysis group.

Suppose that you select the Manager analysis group in the Repeat Groups section. The report will be generated separately for each member of the Manager analysis group.

You can also include a summary with each report, or generate report summaries only.

Column	Description
Client	Client name
Project	Project name
Total	Total debtors value in this project or associated with this client.
Current	Debtor values outstanding for 0 to 29 days since the date the report covers.
Time Columns	Each of these columns represents a span of time. For example, 30 Days represents the span of time from 30 to 59 days since the date the report covers. The time columns break down the debtor amounts into those outstanding for corresponding amounts of time.
Last Invoice	The last invoice issued to this client or in this project.
Billed In Year	The amount invoiced in the project or to the client since the last Year End date. (This date is set in System Options.)
Total WIP	Total WIP amount on the date the report covers.

Aged Debtors

Contents of the Report

See also