A/R Aging Summary Report

🚨 How to Use the A/R Aging Summary Report in NetSuite 🚨

This tutorial will guide you on accessing and utilizing the A/R Aging Summary Report in NetSuite, a crucial tool for tracking and managing accounts receivable.

Step-by-Step Guide 📋

1. What is the A/R Aging Summary Report? 📊

• Purpose: Summarizes unpaid invoices and statement charges, categorized by customer billing period.
• Key Features:
  • Displays current and overdue balances.
  • Adjustable aging intervals and durations.

2. Navigate to the Report 🖥️

• Go to Reports > Customer/Receivables > A/R Aging.

3. Understand Its Importance 💡

• Focuses your collection efforts on overdue accounts.
• Helps maintain healthy cash flow by identifying potential credit policy adjustments.

4. Features for Consolidated Payments Users 🔄

• Shows unconsolidated balances for sub-customers.
• Totals are available for customer and sub-customer relationships.

5. Adjust Aging Options ⚙️

• On the report screen, modify:
  • Date As Of: Specify the date for aging.
  • Aging Options: Set intervals (regular or irregular) and durations.

6. Add A/R Metrics to Your Dashboard 📌

• For at-a-glance updates, add the Receivables KPI to your dashboard.

7. Advanced Reporting with Kolleno 🚀

• Customize reports to include details like notes and communication history with customers.
• For advanced reporting, reach out to Kolleno for tailored solutions.

Congratulations! 🎊 You’ve successfully navigated and utilized the A/R Aging Summary Report in NetSuite. 🌟🎉

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