The Rolling A/R Report in the Apollo Dashboard provides a comprehensive view of accounts receivable over a rolling period, allowing you to track overdue payments and manage financials effectively. Follow these steps to access and filter the Rolling A/R Report:
Step 1: Log into the Apollo Dashboard
Log in to your Apollo Dashboard using your credentials. Ensure you have the necessary permissions to access the reports section.
Step 2: Navigate to the Reports Section
Once logged in, locate and click on the "Reports" section in the dashboard menu. This section is where all reporting options are consolidated.
Step 3: Select the Rolling A/R Report
In the Reports section, find and select the “Rolling A/R” option under the "Aged Accounts Receivable" category. This option will direct you to the specific report designed to track accounts receivable over a rolling time frame.
Step 4: Access and Filter the Rolling A/R Page
The Rolling A/R page will open, offering various filtering options to customize your report. Use the available filters, such as “Start Month and End Month” and “Select office(s),” to narrow down the report to your desired timeframe and office locations. Apply these filters to view the relevant Rolling A/R Report that meets your criteria.
This guide will help you efficiently access and tailor the Rolling A/R Report to suit your financial tracking needs.
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