LP> Reports> Aging Report

Aging Report

Summary

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

Click here for information on License Status Maintenance.

Step by Step

1 Open the Print Aging Report window (LP> Reports> Aging Report).

2 Configure the report.

Check the toggle next to each License Type you would like to include in the report. All license types will be checked by default.
- License types are created and maintained on the License Type Maintenance window (LP> Maintenance> License Type). Click here for information on License Type Maintenance.
Check the toggle next to each Category you would like to include in the report. All categories will be checked by default.
Check the toggle next to each License Status you would like to include in the report. All license statuses will be checked by default.
- License statuses are created and maintained on the License Status Maintenance window (LP> Maintenance> License Status). Click here for information on License Status Maintenance.
Enter the aging date in the Aging Date field. 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.
Enter a Minimum and Maximum Age for the licenses and applications you would like to include in the report.
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.
Click the Sort By drop-down menu and select Application Number, Customer Name, Customer Number, License Number, or License Type to designate how the report is sorted.
Enter a Minimum Balance to limit the displayed accounts by account balance.
Check the Include Zero Balance Accounts toggle to include accounts that have a zero balance.
Check the Include Negative Balance Accounts to include accounts that have a credit balance.
Check the Include previous penalties in past due amount 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 User that created the report, Date Printed, Aging Date, Category, Application Number, License Number, License Type, Customer Number, and Customer Last Name. The report will also provide a total Balance by license or application, balance for Under 30 days, 30-60 Days, 60-90 Days, 90-120 Days, and Over 120 Days as well as a report total.