The "AGED AR REPORT BY ACCOUNT TYPE" and “EXPECTED AGED AR REPORT BY ACCOUNT TYPE” reports help track overdue payments by categorizing outstanding receivables based on their due duration. You can generate these reports by filtering according to account types.
Step 1: Log into the Apollo Dashboard
Begin by logging into your Apollo Dashboard using your credentials.
Step 2: Navigate to the Reports Section
Once logged in, go to the "Reports" section on the dashboard. Within this section, select the “For Account Category” option under the "Aged Accounts Receivable" category.
Step 3: Access the “For Account Category” Page
After selecting “For Account Category,” the corresponding page will open. This page provides options to filter and generate reports related to account receivables.
Step 4: Apply Filters
To narrow down the data, apply filters such as "A/R By Account Type" or "Expected A/R By Account Type." These filters allow you to focus on specific account types or expected receivables, refining the report data according to your needs.
Step 5: Generate the Report
Once the desired filters are applied, click on the "Print Report" button to generate the report. This will create a report based on the filters you have selected.
Step 6: View the Generated Report
The generated report will be titled either “AGED AR REPORT BY ACCOUNT TYPE" or “EXPECTED AGED AR REPORT BY ACCOUNT TYPE,” depending on the selected report type. It will include various details related to account receivables.
This guide will help you effectively track and manage overdue payments based on account types.
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