AR Aging Summary Grouped
Explain open balances by customer and due-date band.
From Invoices and credits
- Accounts Receivable System
- Reports and analytics
Reports for the questions your team asks
Understand customer aging, collection activity and cash application.
Overview×
Accounts Receivable System · Overview
Accounts Receivable System dashboard
This quarter
Write-offs in view
6Total amount
82,842Bankruptcy
2Uncollectible
1Invoices by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 24 | ||
| Sent | 4 | 17% | |
| Partially paid | 2 | 50% | |
| Paid | 1 | 50% |
Total by status
Sample totals per stage
Reporting questions
DSO Trend List
Compare the stated monthly collection measure and calculation basis.
Dunning Effectiveness List
Review communication activity and subsequent response.
From Collections
Cash Application Rate List
Compare imported transactions, match proposals and accepted review routes.
From Cash application
Customer Risk Profile Grouped
Connect aging, disputes, write-offs and active holds.
From Customer billing
Bad Debt and Write-Off Register List
Reconcile confirmed posted adjustments and their approvers.
From Invoices and credits
Recurring Revenue Run-Rate List
Review annualized billing schedules; this is not a revenue-recognition conclusion.
From Customer billing
Collections Case Funnel List
Track stage, ownership and recovery outcomes.
From Collections
Reconciliation
Keep report cutoff, customer scope and external billing ownership explicit. Snapshot generation does not close the ledger period. Proposed cash, approved adjustments and confirmed postings remain different populations.
Set up Accounts Receivable System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.