The Accounts Receivable (AR) Aging dashboard provides information about the outstanding amounts your customers have yet to pay. All data includes tax.
Before you start
Dashboard overview
The four widgets at the top of the dashboard provide a summarized overview of your organization's AR Aging. You can see:
The Total Overdue amount of invoices past their due date
The number of overdue invoices and their ratio compared to the total number of unpaid invoices
The average number of days that invoices have remained unpaid past their due date
The total amount of unallocated overpayments and credit notes
How is data calculated?
The following rules apply when calculating the data displayed on the dashboard:
Invoiced amounts "age" based on their due date. If an invoice's due date passed yesterday, its amount will be included in the 1-30 days aging bucket.
Invoices with the status "Paid" are excluded from the total due amounts, as their payment was received in full.
Invoices with the status "Awaiting Payment" do not appear in the dashboard. The invoice will automatically be added to the report if payment is not received after the due date.
Invoices with the "Partially Paid" status are included in the total due amounts, but the partially paid amount (both from payments and allocations) is subtracted from the total due amount.
Tax is included in the total due amount.
Aging buckets
There are four aging buckets:
1-30 Days – the total amount due from invoices overdue for more than a day but NOT overdue for more than 30 days.
31-60 Days – the total amount due from invoices overdue for more than 30 days but not more than 60 days.
61-90 Days – the total amount due from invoices overdue for more than 60 days but not more than 90 days.
90+ Days – the total amount due from overdue invoices for over 90 days.
Overdue amounts split by AR Aging Bucket
This chart shows the overdue amounts for each AR Aging bucket.
Overdue amounts split by location
This chart shows the overdue amounts for each Location, split by AR Aging bucket.
Top 20 customers ranked by overdue amount
This chart shows the top 20 customers ranked by their total overdue amount.
AR aging details
This table provides an aggregated view of each customer's due amounts, broken down by aging bucket.
You can click on any aging bucket column to see the invoices and due amounts that comprise the total. You can do the same for the Unallocated Credit column to see the overpayments and/or credit notes that haven't been allocated yet.