Schedule Aging report

You can now easily schedule an Aging report to run monthly on a date that you prefer. This avoids having to remember to run it every month to analyze the trends in the aging data. It happens automatically. Follow these steps to set it up.

Click on the Reports tab.

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Click on Reports.

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Select the report type as Aging Report. 

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Select the date type from the drop-down.

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Click on the Schedule button.

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A pop-up opens.

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Select the First day of the month to run the Aging report on the first day of every month. 

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Or

Select the Last day of the month to run the Aging report on the last day of every month.

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Or

 

Select the day from the drop-down containing values between 2 and 27.

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Click on Schedule.

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This Aging report will be generated on the selected day of every month and is added to the top of the table.

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Still, need help? Contact us!

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