Print an Aged Debtors Report as at a specific posting date

TABLE OF CONTENTS

• Introduction
• Print an Aged Debtors Report as at a specific posting date.

Introduction

The Aged Debtors Report includes all transactions posted up to today by default. It is possible to print the report as at any previous posting date.

Print an Aged Debtors Report as at a specific posting date.

1. Go to Fees > Debtor Management > Print Aged Debtors Report.
2. Select all Debtors you want to include in the report using the filters at the top of the screen.
3. In the Report Filter Parameters select the Report Format, information & Payment Profiles to include, and ageing settings.
4. Set the Report Date to define the Posting Date cut-off required.
5. Select the type of report to produce (Full/Summary/Totals), followed by the Generate Report button.

Note: There is no option to print the Aged Debtors Report by transaction date. It is important at a period or year end to have a clear cut off posting date for transactions related to the following period if you need to print an Aged Debtors Report to match your Fee Debtors by transaction date per your accounting system.

For more information on working with the Print Aged Debtors Report screen, please see the Engage Fees Collections guide (Debtor Management section).