Summary

The Aging report displays those accounts that have outstanding past due balances.

Step by Step

1     Open the Aging Report window (BT> Reports> Aging).

2     Configure the report.

• Check each Tax Type toggle you would like to include in the report.
  • Tax Types are used to group taxes together into logical associations such as Payroll or Gross Receipts. Tax Types are created and maintained on the Tax Type Maintenance window (BT> Maintenance> Tax Type).
• Select an Aging Date for the report.
  • The aging date is the date that the system will age from. This field will default to today's date.
• Specify an age range in the Minimum Age and Maximum Age fields.
• Select which date you would like to age the transactions by in the Age From drop-down menu.
  • This selection will determine what type of date the age range filters are based on.
• Select the order you would like the report to print in the Sort By drop-down menu.
• Specify a Minimum Balance to filter out transactions that fall below a particular dollar value.
• Click the Status field label to filter the report by status.
  • A status is a user-defined code used to describe the current state of a business. For example, a business that is currently open and conducting business could be listed as Active while a business going through bankruptcy proceedings could be listed as Bankrupt. Statuses are created and maintained on the Status Maintenance window (BT> Maintenance> Status).
• Check the Include previous penalties in past due amount or the Include uncommitted payments toggle to include those details in your report.
• The report will display the Transaction Type, Invoice Number, Tax Type, Year, Period, Business Number, Customer Number, Status, Last Name, and the Past Due Balance for past dues Under 30 days, 30-60 days, 60-90 days, 90-120 days, and over 120 days.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).