Accounts Receivable - Outstanding Details
The Accounts Receivable - Outstanding Details screen allows you to view the accounts receivable outstanding in detail. The bottom of the screen displays the current total, total amount, and future total for the search results. To run reports on A/R Outstanding, see Running Accounts Receivable Outstanding.
To open the Accounts Receivable - Outstanding Details screen, click an Amount on the Accounts Receivable - Outstanding A/R screen.
Accounts Receivable - Outstanding Details screen
The sorting options on the Accounts Receivable - Outstanding Details screen are:
| Sort by | |
|---|---|
| Field | Description |
| Name | Sort by customer name. |
| Current | Sort by current amount outstanding. |
| 31-60 | Sort by accounts outstanding for 31-60 days. |
| 61-90 | Sort by accounts outstanding for 61-90 days. |
| 91-120 | Sort by accounts outstanding for 91-120 days. |
| Over 120 | Sort by accounts outstanding for over 120 days. |
| Total | Sort by total amount outstanding. |
The search fields on the Accounts Receivable - Outstanding Details screen are:
| Field | Description |
|---|---|
| Select Invoice 1st Digit | Search by the first digit of the invoice. First digits configured for your location are displayed. (See System Settings-Location.) Use the user-defined field to search for custom digits. |
| Select Receivable Account | Search by a receivable account. |
| Select Responsible Salesperson | Search by the salesperson responsible for the customer's account. |
| Select Location | Search by the branch location of the invoice. |
| Responsible Location |
Select the responsible location checkbox to search for outstanding A/R by the responsible location, which is the default location in the Customer's Profile. |
These fields appear on the Accounts Receivable - Outstanding Details screen:
| Field | Description |
|---|---|
| Name | The name of the customer. |
| Current | The current outstanding amount for the selected customer. |
| 31-60 | The amount outstanding for 31-60 days. |
| 61-90 | The amount outstanding for 61-90 days. |
| 91-120 | The amount outstanding for 91-120 days. |
| Over 120 | The amount outstanding for over 120 days. |
| Total | The customer's total outstanding amount. |
Click on a Name to open the Outstanding Details screen to run an account receivable outstanding report.
Click Back to return to the Accounts Receivable - Outstanding A/R screen.