Report: Aged Receipts/Adjustments

The aged receipts/adjustments report provides ... for the selected report period.

This report is launched from the Reports window.

Main Menu

• File
  
  • Print
    Prints the report as currently viewed.
  • Print Preview
    Print previews the report as currently viewed.
  • Close
    Closes the window.
• View
  
  • Refresh
    Refreshes the data for the report.
  • Reset
    Resets the layout of the report back to "factory original".
• Options ★
  
  • Insert Page Breaks ★
    When printing, it is possible to automatically insert a page break (new page) for every primary group of the report.

★ Feature not available in Essentials.

Criteria

• Period
  • Custom Dates
    
  • Last Week
    
  • This Week
    
  • Next Week
    
  • Last Broadcast Week
    
  • This Broadcast Week
    
  • Next Broadcast Week
    
  • Last Month
    
  • Last Month To Date
    
  • This Month
    
  • This Month To Date
    By default, the report will be run using the last full calendar month.
  • Next Month
    
  • Last Year
    
  • Last Year To Date
    
  • This Year
    
  • This Year To Date
    
  • Next Year
    

Simple Filters

To make it easy to quickly filter the information on a report, you can use the simple filters available on the right hand region of the screen organized on separate tabs.

• Revenue
  • Revenue Type
    The RevenueType section contains all of the RevenueTypes currently configured.
  • Revenue Source
    The RevenueSource section contains all of the RevenueSources currently configured.
• Sales People
  The Salespeople list contains all the Salespeople who are currently active. Additionally, an entry for None is included to handle circumstances where appropriate.
• Customers
  The Customer filter contains all of the Customers that are active.
• Stations
  The Stations filter contains all of the Stations configured in your database. Additionally, a Station of None is included to handle circumstances where the Station is blank or missing.

If you right click on any of these filters, the context menu associated provides several tools to quickly select (or not) the items you wish. All lists contain the following tools:

• Check all
  Places a check mark next to all entries.
• Uncheck all
  Removes the check mark next to all entries.
• Toggle all
  Toggles the check mark next to all entries; those that are checked will now be unchecked and those that were unchecked will now be checked.

The RevenueType list includes a "Uncheck Trade" tool that can be used to filter out all RevenueTypes that are flagged as being trade. See RevenueType.

Main Body

Standard Columns

• Station - See Station.
• Sales Person - See SalesPerson.
• Customer - See Customer.
• InvNum -
• InvDate -
• Date -
• Amount -
• Type -
• Description -

Additional Columns

• Comment -
• Revenue Source - See RevenueSource.
• Revenue Type - See RevenueType.

This window is MyViews enabled.

Additional Information

• See Reports.