Aged Analysis

View - Accounting - Customer ledger

Aged analysis provides you with an overview of which contacts you have overdue accounts receivables for and whether or not these items are due for payment. The list displays one line per contact, and the items are divided into various groups depending on how many days they are past the due date.

Default subdivision is: Not due, 30 days, 60 days, 90 days and Over 90 days.

You determine groupings in the three middle fields by customising in the user settings.

How to find aged analysis for a customer

Click the Filter settings button.
Select the Contact tab and enter the name of the customer in the Contact name field.
Click OK.
Select Show details from the drop-down list on the toolbar to activate the detailed list. The Detailed list will show whether other items are linked to the invoice you have selected in the upper window. All of these items can be processed further.
Select the item to be processed on the Detailed list.
Choose whether you want to:

Enter a Receipt/payment,

Edit the item

Go to Invoice

Go to journal

Link/open items (Match/link items)

If you want to go back to displaying all customers, click the Selection on/off button in the toolbar.

Note! At the bottom of the window you can see a summary showing the Total outstanding, Current and Overdue amounts for the highlighted customer.

Tip! By clicking on the arrow button to the right of Create activity you can set up customised activities. You decide on the activity content yourself and also the modules which the activity template will be available in.