Application / Aging Report

Aging Report System-wide settings

Aging Report can be configured on the Settings > Business page. The description of the configuration options is below.

Aging report & Invoices report Excel - Show last notes added

After selecting this checkbox, the "Export to Excel" button downloads the file with additional columns: "Last note on invoice level" and "Last note on inv creation date" - date of the last note creation.


Aging report & Invoices page - Show only assigned accounts to AR Specialists

By default, an AR Specialist can see all accounts on the Aging Report page. If this checkbox is selected - AR Specialists will only be able to see accounts assigned to them.

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