Generating accounts receivable reports

To generate an AR report:

1.

Click Reports.

2.

Do one of the following:

• Click Active Reports, expand Standard, and expand Account Receivables.
• Click Sharp Shooter and expand Account Receivables.

3.

Select the report you want to generate.

The following Active Reports are available to use: SHOW MORE INFO

• AR Details

• AR Summary

Report Name	Description
AR Details	A list of AR accounts and a list of transactions, payments, and balances.
AR Summary	A list of AR accounts and a summary of their current and unpaid balances.

The following Sharp Shooter reporters are available to use: SHOW MORE INFO

• Account List

• Account Receivable Summary

• Account Receivable Detailed

• Account Balance

• Account Aging

• Account Statement

• Payment on Account

Report Name	Description
Account List	A list of AR accounts.
Account Receivable Summary	A list of AR accounts and a summary of their current and unpaid balances.
Account Receivable Detailed	A list of AR accounts and a detailed list of transactions, payments, and balances.
Account Balance	A list of AR accounts, their assigned account group, payment terms, finance charges, account manager, and credit limit, and their current balance.
Account Aging	A list of AR accounts, their current balance, balance not due, and unpaid balances that are 30, 60, 90, or over 90 days old.
Account Statement	A list of AR accounts and the statements sent to them for the specific billing cycle.
Payment on Account	A list of AR accounts and payments made on those accounts.

4.

Use the filter to select AR accounts that meet the filter criteria.

5.

Click Generate.

Note: For some reports, there is no Generate button. Instead, click E-mail, Print, or Preview.