Reconciling Customer Balance to A/R Aging Report
Posted October 03, 2018
- Navigate to Finance > Reports.
- From the list of reports, select A/R Aging or A/R Aging Summary report. A/R Aging report provides details that make up each customer's balance whereas A/R Aging Summary report only lists the customer's balance.
- Enter report parameters and click Request Report.
- Compare the Aging Report balances against the balances on the AR > Customers screen to confirm they match. If they do not match, review Identifying Discrepancy In Accounts Receivable Reconciliation to identify a possible cause for any discrepancies.
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