A Customer Age Analysis shows you all the customers' outstanding balances grouped by period.
In QuickEasy BOS Enterprise you are able to customise the age analysis and select additional transactions to include in this report. The standard transactions that make up the customers' outstanding balances are automatically included.
In this tutorial, you will learn how to customise a Customer Age Analysis.
Navigation: Main Menu > Setup > Accounting > Settings & Defaults (tab)> Setup Customer Age Analysis.
Table of Contents
ℹ️ Completing this step will show the amount of work-in-progress on the age analysis.
Navigate to Main Menu > Setup > Accounting > Settings & Defaults (tab) > Setup Customer Age Analysis.
Click Edit (button) in the header.
Click Edit... in the Value column.
Click Add (button).
Select Transaction Type - Work in Progress in the Section column.
Select the transaction in the Transaction column (e.g. Sales Order (SO)).
Click Add (button).
Select Transaction Type - Work in Progress in the Section column.
Select the transaction in the Transaction column (e.g. Sales Return (ISRT)).
Click Save (button).
ℹ️ This step only affects the value of the WIP column. It does not alter the total amount due.
Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Customer Age Analysis.
Click Edit (button) in the header.
Click Edit... in the Value column.
Click Add (button).
Select Transaction Type - Customer Invoice in the Section column.
Select Customer Invoices (CI) in the Transaction column.
Click Save (button).
ℹ️ This step only affects the value of the WIP column. It does not alter the total amount due.
Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Customer Age Analysis.
Click Edit (button) in the header.
Click Edit... in the Value column.
Click Add (button).
Select Transaction Type - Customer Credit Notes in the Section column.
Select Customer Credit Notes (CC) in the Transaction column.
Click Save (button).