The Customer Age Analysis module gives you all the functionality you need to manage your accounts receivable. In addition to showing outstanding Invoiced amounts, it also displays what the current Work in Progress is.

Key features

• This module gives you the ability to view the Accounts Receivables as at a specified current or historic date
• You can E-mail statements to an individual Customer, or to all the Customers in the list simultaneously

Customer Age Analysis Data Grid

Navigation

Main Menu > Customers > Customer Age Analysis > View

1. Branch - Customer Age Analysis has a Branch filter that will filter the Age Analysis to calculate the Ageing from Transactions linked to the selected Branch.
2. Set - This allows you to filter the data displayed in the data grid by date. This field defaults to Today, but can be changed to backdate the Age Analysis.
3. Show - This allows you to select the account they wish to view from the drop-down list.
   • Outstanding and WIP - This shows all Customer Accounts that have an outstanding balance, as well as Active Sales Orders or Work Orders.
   • Outstanding only - This shows Customer Accounts that have an outstanding balance.
   • All accounts - This will show all active Customer Accounts.
4. Detail - This shows the Customer information: Account, Status, Category, Acc No and Terms.
5. Credit Limit - This shows what Credit Limit, if any, has been extended to the Customer. The field will show red when the Credit Limit is exceeded, and will issue a warning in the Sales Order module should the Customer wish to place more orders.
6. Overdrawn - This shows by how much the Credit Limit has been exceeded.
7. W.I.P - This shows the value of work that is in production for the client.
8. Total + WIP - This shows the total outstanding amount plus work in progress.
9. 120 days - Current - This displays outstanding invoices based on their ageing.
10. Unallocated - This shows receipts or credits that have not been allocated to invoices.
11. Total - This shows the total outstanding amount per account.
12. Summary - This shows the number of records in the Customer Age Analysis.
13. Total Summary - This shows a summary of all the columns and serves as an overview or summary for instant reporting.
14. Menu > Suspend Accounts over Credit Limit - This functionality allows you to suspend accounts that are over their Credit Limit, so that no more transactions can be put through until payment has been made.
15. By right-clicking on a record allows you to perform the following Customer Actions:
    • New - Customer File - This will create a new Customer File entry.
    • View - Customer File - This will open the linked Customer File.
    • View - Customer Summary - This will open the Customer Summary in the side-panel.
    • View - Detailed Ledger - This will open the Detailed Ledger relating to the selected record.