Overview
The AR Aging screen provides a centralized view of your Accounts Receivable customers and their outstanding balances. In addition to viewing current balances, you can search for customers, filter account information, review historical balances as of a specific date, and analyze your Accounts Receivable totals.
This screen is designed to help you quickly locate customer accounts, review outstanding invoices, and monitor your organization's Accounts Receivable activity.
Access the AR Aging Screen
Navigate to Menu.
Select Accounts Receivable.
Choose AR Aging.
By default, the AR Aging screen displays customers who currently have:
An outstanding balance, or
A past due balance.
Customers with a zero balance are hidden by default.
Display All Customers
To include customers with no outstanding balance:
Locate the Balance Due filter.
Clear (uncheck) the filter.
The customer list will now display:
Customers with balances due
Customers with past due balances
Customers with zero balances
This is helpful when you need to locate a customer regardless of their current account status.
Search for a Customer
Use the Search box to quickly locate customer accounts.
Enter a search term.
Press Enter.
The search looks across multiple fields, allowing you to search by information such as:
Customer name
Partial customer name
Other searchable account information
Example
Searching for "Mark" may return results such as:
Mark Bensky
Mark Jones
Mark Smith
Mark Testing
This flexible search makes it easy to locate customers even if you only know part of their name.
Understand the Account Totals
At the top of the AR Aging screen, summary totals are displayed.
These include:
Total Balance Due – Total outstanding Accounts Receivable balance.
Total Deposits – Total unapplied customer deposits.
Net AR Balance – Overall Accounts Receivable balance after considering deposits.
These totals automatically update based on the search criteria and filters you apply.
Why is this useful?
If multiple customer accounts match your search, the totals provide a quick summary of the combined balances without requiring manual calculations.
This can also assist when reviewing overall Accounts Receivable balances or reconciling customer accounts.
Use Advanced Filters
For more detailed searches, select the Advanced Filters option.
You can narrow your results using filters such as:
Customer Type
Salesperson or Sales Associate
Store or Location
Product Model Number
Product Description
Interest-only invoices
Deleted customer accounts
These filters help you locate very specific Accounts Receivable records.
Search Historical AR Balances
One of the most powerful features of the AR Aging screen is the ability to view Accounts Receivable balances as of a specific date.
To do this:
Open the Invoices As Of (or similar) date filter.
Select the desired historical date.
The system recalculates the AR information based on the selected date.
For example, selecting October 1 displays:
Customer balances as of October 1
Deposits as of October 1
Net AR balance as of October 1
The customer list and summary totals automatically update to reflect the selected point in time.
Review Historical Customer Information
After selecting an As Of date, you can still drill into individual customer accounts.
This allows you to review:
Historical balances
Deposits
Outstanding invoices
Customer account details
exactly as they existed on the selected date.
This feature is particularly valuable for researching historical account activity or responding to audit requests.
Why Use Historical Filters?
Viewing historical AR balances can help with:
Financial reporting
Month-end or year-end reconciliation
Audit preparation
Bank reporting
Loan covenant reporting
Researching customer account history
Rather than relying on reports generated at a specific point in time, you can recreate your Accounts Receivable position using the historical date filter whenever needed.
Best Practices
Leave the Balance Due filter enabled during daily collections to focus on customers with outstanding balances.
Clear the filter when searching for customers with paid or inactive accounts.
Use the search box for quick customer lookups.
Use Advanced Filters when searching by salesperson, location, product, or customer type.
Review the summary totals after filtering to better understand the overall impact of your search.
Use the As Of date filter whenever historical Accounts Receivable balances are required.
Summary
The AR Aging screen provides powerful search and filtering capabilities that make it easy to locate customer accounts and analyze Accounts Receivable activity.
Using this screen, you can:
Search for customers using flexible search criteria.
Display customers with or without outstanding balances.
Filter Accounts Receivable by customer type, salesperson, location, and other criteria.
View summary totals that automatically update based on your filters.
Review customer balances as of any historical date.
Analyze historical Accounts Receivable data for reporting, audits, and financial review.
By combining the search tools, advanced filters, and historical date options, the AR Aging screen provides a comprehensive view of your Accounts Receivable data while making customer account research faster and more efficient.