21st Century Accounting Help - Receivables/Reports

Customer Analysis

The Customer Analysis provides current configuration information and historical account information about your customer accounts. For each customer, the report shows the total charges and receipts year-to-date, YTD finance charges, past due history, and outstanding balances by aging period. The summary at the end of the report shows the report totals for all selected customers.

Selection Options

You can select by the following fields:

All or selected Customers
Category
Billing cycle
Account status

Aging Date and Aging Periods

You can enter an aging date (other than the default date) and change the aging periods for the report.

Sort Options

You can sort the customer analysis report by one of the following fields:

Name
ID