Exact Synergy Enterprise

InterConnect for Macola AR Aging List

Aging Reports can tell you a great deal about the state of a customer's account, including how much the customer owes and how old these amounts are. The Aging report is based on aging by Invoice date.

1. On the InterConnect menu, click Reports, and click Orders/Sales Reports.

   

2. Under the Analysis heading, click AR Aging.

   

   This opens the AR Aging List Page.

   

3. Select a division (if there is more than one).
4. To filter results in the list, you can enter an account manager, sales person, or both. If you leave either field blank, all account managers or sales people are included.
5. In the Account column, click a customer name to open the invoice list. On the A/R Invoice List, click an invoice number to open the invoice details, or click a customer number in the Debtor column to open the Account card.

The aging list shows this information:

• Account number and account name. Both of these are links to the account card.
• Amount owed: less than 30 days; between 30 and 60 days; between 60 and 90 days; and over 90 days.
• Total for each account.
• Terms is a count of the number of entries that that customer has.
• Age of the account in days.

InterConnect for Macola Introduction and Document Index