Accounting - Aging Summary



Step     Action

  1.       Select {Reports} and then select {Aging Summary} under the Accounting 

            section. A Generate Report modal window will open.


  2.      Complete the fields.


Field

Description

Customer
Select a Customer option from the drop-down menu.
Sales Rep
Select a Sales Rep option from the drop-down menu.
Past Due
Select a Past Due timeframe option from the drop-down menu.
Start Date
Select a Start Date using the calendar.
End Date
Select an End Date using the calendar.

    

  3.      Select {Generate}.


           Note: You may need to confirm the file to be opened/saved before 

           proceeding, depending on your web browser. The file will open or be saved 

           to your computer depending on your web browser.