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AR Aging: Filter By Product

Distributor steps for filtering the Accounts Receivable Aging dashboard in Encompass by product, e.g. NSF Check or Finance Charge, to find AR trends. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to filter AR Aging for a given Product
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1. Using Universal Search, navigate to the Accounts Receivable Aging dashboard
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2. Apply filters:

a. Select one or more AR Accounts
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b. Set Order By to AR Account
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c. Enter the product you'd like to filter under Includes Product
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3. Click Create Report

Best Practices

  • Filter to a Non-Inventory Product such as NSF Check or Finance Charge to identify trends and make informed decisions regarding your AR.

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