Summary

The aging report displays those accounts that have past due, outstanding balances.

Step by Step

1     Open the Aging report window (SA> Reports> Aging).

2     Configure the report.

• Check the toggle next to each Cycle that you would like to include in the report. Billing cycles are used to group accounts that should be billed in the same billing batch.
  • By default, all billing cycles will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed cycles.
  • Billing cycles are created and maintained on the Billing Cycle Maintenance window (SA> Maintenance> Billing Cycle).
• Check the toggle next to each Status that you would like to include in the report. Assessment statuses are used to indicate the current status of an assessment.
  • By default, all assessment statuses will be selected. You can use the Select All or Deselect All icons to select or deselect all the displayed statuses.
  • Assessment statuses are created and maintained on the Assessment Status Maintenance window (SA> Maintenance> Assessment Status).
• Select an Aging Date from the drop-down menu. This is the date used to calculate the age of the transactions filtered into the report and will determine which aging column (0 to 30, 31 to 60, 61 to 90, etc.) each transaction will be placed in.
• Specify an age range for the transactions that will be included in the report in the Minimum Age and Maximum Age fields.
• Click the Age From drop-down menu and select Due Date, Post Date, or Transaction Date to designate from which date the aging process will begin.
• Select a Sort By option from the drop-down menu to specify if the report will sort by Assessment Number, Assessment Type, Customer Name or Customer Number.
• Enter a Minimum Balance to limit the displayed accounts by account balance.
• Check the Include zero balance assessments toggle to include accounts that have a zero balance.
• Check the Include negative balance assessments toggle to include accounts that have a credit balance.
• Check the Include previous penalties in past due amount toggle to include any previous penalty balances in the current balance.
• Check the Include uncommitted payments toggle to include uncommitted/pending payments when calculating the balances on invoices to be included on the Aging Report.
• The report will display the Assessment Number, Tax Lot, Billing Cycle, Assessment Type and Customer Number. The report will also provide a total Balance by assessment, balance for Under 30 days, 30-60 Days, 60-90 Days, 90-120 Days, and Over 120 Days as well as a report total.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).