In this second half of our Jackrabbit 12 Days of Christmas series we’ve been looking closer at Accounts Receivable and Collection reporting. The most successful and growing businesses monitor the same Key Performance Indicators on a weekly, monthly, quarterly and yearly basis. You’ll find some of the most popular KPI’s in our industry on your dashboard. You can get acquainted with your dashboard with the help of this video.
The second of the Accounts Receivable/Collection Reports we will look at is:
The Aged Account Details Report
The Aged Account Details Report is most typically used to determine ‘past due’ accounts. It’s easy to see which of your past dues are most critical since the report ages from the date of the transaction.
There are several filters available in this report that help you in focusing on specific accounts including:
- Age of Fee(s) in Days
- Currently Enrolled in Class Category 1
- Select a Specific Family/Account
Click here to see the details on using this report.
This is one of our most used reports. There are many more! When you’re ready to learn about other reports, visit our Help Center or go to Reports > Find Reports to begin Exploring!
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