AR & AP Aging Reports in Acumatica | Stop Chasing Overdue Invoices the Hard Way скачать в хорошем качестве

AR & AP Aging Reports in Acumatica | Stop Chasing Overdue Invoices the Hard Way

⏱️ QUICK NAVIGATION: 0:05 - Controller Dashboard (Quick Glance Method) 0:45 - Understanding AR/AP Metrics 1:25 - AP Aging Report (Full Breakdown) 2:44 - Drilling Into Vendor Details 3:33 - Exporting Options (Excel Hack) 4:13 - AR Aging Report Setup 4:28 - Summary vs. Detailed Reports 5:39 - When to Use Each Report Type 6:03 - Conclusion + Pro Collection Tips 🎯 WHO NEEDS THIS IMMEDIATELY ☑️ Controllers chasing overdue invoices ☑️ CFOs managing cash flow ☑️ AR managers running collections ☑️ AP teams tracking vendor payments ☑️ Accountants preparing aging reports ☑️ Anyone who says "Let me check and get back to you" If you collect money or pay bills = This is for you. 🔥 TWO WAYS TO CHECK AGING (Pick Your Speed) METHOD 1: QUICK GLANCE (5 Seconds) Controller Dashboard = Your New Best Friend AR Side (Left): → AR Overdue (red flag number) → Total AR (everything owed to you) AP Side (Right): → Total AP (what you owe vendors) → AP Overdue (bills you're late on) Click ANY Number: → See breakdown instantly → No report needed → Perfect for daily check-ins Use Case: Morning coffee + Dashboard = Know your cash position before breakfast METHOD 2: FULL REPORT (60 Seconds) When You Need Details: → Who specifically owes money → How late each invoice is → Which vendor bills are overdue → Complete aging buckets (30/60/90+ days) AR Aging Report: Who owes YOU AP Aging Report: Who YOU owe 💥 AP AGING REPORT (Track What You Owe) Location: Payables Workspace → Reports → AP Aging Parameters That Matter: Report Format: Detailed = Every single bill listed (use this for deep dives) Summary = Totals by vendor (use this for quick overview) Company/Branch: → Multi-location companies pick location → Single location = leave default Vendor Class: → Filter by type (contractors, suppliers, etc.) → See specific vendor groups Specific Vendor: → Zero in on one vendor → Perfect for vendor calls: "How much do we owe you?" Age As Of Date: → Usually TODAY (see current status) → Change for historical aging → End of month reporting What You Get: Detailed Report Shows: ✅ Every vendor with open bills ✅ Each individual bill number ✅ Bill date (when it was created) ✅ Due date (when payment due) ✅ Aging buckets: Current (not yet due) 1-30 days overdue 31-60 days overdue 61-90 days overdue 90+ days overdue ✅ Total owed per vendor ✅ Company grand total Example Report: 15 pages of vendors with open bills → Click vendor name = see vendor record → Click bill number = open actual bill → See PO reference → See receipt connection → Complete audit trail in 2 clicks 🔍 THE BLUE HYPERLINK SECRET (This Changes Everything!) Every Blue Link = Instant Information Click Vendor Name: → Opens vendor profile → See all balances → Contact information → Payment terms → Vendor history Click Bill Number (Example: 6024): → Opens actual bill document → See what you bought → Check PO reference → Review receipt details → Verify amounts No More: ❌ "Let me look that up" ❌ "I'll check the file" ❌ "Give me 10 minutes" Instead: ✅ Click → Answer → Move on ✅ Total time: 5 seconds Perfect for: AR Managers | Controllers | CFOs | Collection Teams | Credit Managers | Accountants | Finance Directors | Anyone Chasing Money #Acumatica #AgingReports #ARManagement #APManagement #CollectionsStrategy #AccountsReceivable #AccountsPayable #CashFlowManagement #ARCollections #AgingReport #OverdueInvoices #CollectionTips #ARAutomation #FinancialReports #CashFlow #ERPAccounting #AcumaticaTutorial #CollectionManagement #ARAgingReport #APAgingReport #ReceivablesManagement #PayablesManagement #CashFlowOptimization #DebtCollection #InvoiceManagement #FinanceMetrics #AccountingReports #ERPReporting #AcumaticaTraining #ControllerDashboard