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AR Aging: Total AR by Aging Group

Distributor steps for running the Accounts Receivable Aging dashboard in Encompass to show total AR by aging group plus unused credits, e.g. to reconcile AR to the GL. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create total AR by Aging Group

  1. Using Universal Search, navigate to the Accounts Receivable Aging dashboard
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  2. Clear all columns by clicking Clear
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  3. Select options for Unused Credits, Total Balance, and Aging Groups
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    NOTE: The default Aging Groups are "Over 0-14-30-45" unless customized by System Setting 70 - Accounts Receivable Aging Groups
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  4. Click Create Report
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  5. The total outstanding AR, broken out by age groups, as well as all unused Credits are displayed

Best Practices

  • This can be used to reconcile AR to the general ledger

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