To monitor what is coming in and going out of your business, you need some very specific information – quickly. Your dashboard is an important tool that will help you access the reports that will help you do this. You can get acquainted with your dashboard with the help of this video.
Over the next few days of Jackrabbit Christmas we will look at some Accounts Receivable/Collection Reports. that will help you. These reports provide detailed information based on criteria that you select.
The first of the Accounts Receivable/Collection Reports we will look at is:
The Aged Account Summary Report
The Aged Account Summary Report provides a breakdown of unpaid fees by family divided into various buckets: 0-30 days old, 31-60 days old, 61-90 days old, and older than 90 days.
Known as an Aged Account Receivables Report in the accounting industry, this report (located under the Reports menu) provides information that can also be seen on the dashboard.
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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