Use this grid to inquire about aging Accounts Receivable
Billings. The grid shows all open Billings for the selected PropertyCompany.
The following fields appear in the grid:
Grid Header
Customer ID
Click the Lookup icon
to display
a pop-up and then select a Customer ID to inquire on. The grid updates
based on your selection
Entries on the pop-up are established in Customer
Setup.
Include All PropertiesCompanies
check
box
Select to include billings for all PropertiesCompanies
that the user has access to based on their permissions.
Age On
Select a button: Due
Date or Billing Date. This
tells the system whether results in the grid should show aging based on
the due date or the billing date.
Aging Date
The aging date that the system uses to calculate
aging. Use the electronic calendar to
select another date, if desired.
Aging Period Days (four
fields)
The days in each of the four aging periods, and
these fields are editable. The aging period columns in the grid correspond
with your entries in these fields.
The default for these fields is set in the global policies AR tab.
Example:
If your aging periods are 30, 60, 90, and 120,
then the aging period columns in the grid are labeled 0 - 30, 31 - 60,
61 - 90, 91 - 120, and 121 +.
Grid
All open billings appear in the grid initially based
on your currently selected PropertyCompany. You can use links in the footer to change
the PropertyCompany
selection.
Notes
Click a column title to sort the list.
in column headers allow you to change what appears in
the grid.
Customer ID
The Customer ID for the billing. Rest the mouse
on the information icon 
next to the Customer ID and a
tool tip appears showing customer name and phone number.
Click a Customer ID link
to go to Setup Customers to view or
edit information for the customer.
View and edit permissions for customers must be
granted in the System module for the user to view or edit open customer
records.
Name
The Customer name.
Billing Date
The billing date for the billing.
Due Date
The due date for the billing.
Aging Periods (five
columns)
Shows the customer's billing amounts for each
by aging period. Aging periods are defined by the values in the Aging
Period Days fields; for example, 0 - 30, 31 - 60, 61 - 90, 91 - 120, and
121 +. Refer to the Aging Period Days
field, above, for more information.
Description
The description of the billing.
Billing ID
The billing identification number.
Click a billing ID link
to go to Billings to view or edit information
for the billing.
View and edit permissions for billings must be
granted in the System module for the user to view and edit open billing
records.
Job
The Job number associated with the billing.
When a billing is for a single Job, you can click
a Job link to go to Jobs
Setup to view information for the Job. Drill-down is not available
when a billing is for multiple jobs.
View and edit permissions for Jobs must be granted
in the System module for the user to view and edit open Jobs.
NOTE that
this option appears only when using Track
Jobs.
Batch ID
The batch identification number.
Click a Batch ID link
to go to Batch Detail Inquiry
to view information for the batch.
View and edit permissions for batches must be
granted in the System module for the user to view and edit open batches.
then
there is no link.
Grid Footer
Totals
Totals appear for the Aging Period columns.
NOTES
Grid Field