You can produce an Aged Debtors report from this menu.

The Simple Search is available so that you can produce the report for just a selection of Customers if you wish.

The report can be expanded from a basic one line per Customer report of the current aged debt, to one that includes several lines of information for each Customer plus all of their outstanding transactions. This is the Wide Report.

Selecting 'Aged Debtors List' from the Reports menu displays a print selection window where you can select to where the report is to be output, change the title, enhance the basic report, make it more selective and, where relevant, change the sorting and sub-totalling that is applied.

Additional information can be added to the basic report by clicking on the checkboxes beside the field names.

You can vary how a report is generated using the radio buttons beside the field names.

Show report with - Click the information you wish to add to the basic report.

Full Names - Prints the full Company Name for each Customer by taking a second line on the report.

Contact Details - Prints the Accounts Contact and Telephone Number for each Record.

Terms - Prints all of the Discounts, Credit Limit and Due Days for each Record.

User Keys - Adds the User Keys you have given your Customers.

Notes - Adds the Notes for each Customer.

Wide Report - Contains more information than the standard report, and therefore must be printed by wide carriage dot-matrix printers or in landscape on A4 paper by Postscript laser printers set at about 90% scaling. When Wide Reports are selected, a further option becomes available:

Transactions - Selecting this option will print all of the outstanding Transactions for each Customer Record printed.

Fast Report - This report is substantially faster because it is based on information held in the Customer Record rather than on outstanding Transactions.

Multiple Period - When this is selected you are able to specify from when transactions, for which you wish to run the report, are aged. In System Options when ageing 'by Days', you can set a specific date; when ageing 'by Month', you can specify the Period and Year.

The report will always work on the Balance as at today, and will include all unallocated Transactions. This is a landscape report.

All Customers with unallocated Transactions (including those with zero balances), will appear on the report. However if all Transactions have been Allocated, then the Customer will not appear even if there would have been a Balance for the date or period/year selected.

Tip! If you want to be able to produce an Aged report ‘as at’ the end of a Period that you are keeping open, you should not allocate any Transactions that have been posted to a future Period.

If using Currency:

Home values Shows all records with Home values.

Home and Currency Shows all records with Home and Currency values.

Currency values Shows Currency records only with Currency values.

2nd Base Values Adds the 2nd Base values held for the Transactions.

The Aged Debtors report can also be run from the Transaction Processing icon. This allows you to update Transactional information (perhaps in the background or overnight), so that Debtor information based on Transactions can be printed at the same speed as information based on Records.