Age Analysis

The Age Analysis report displays all the outstanding balances of the Debtors on the system as per the information selected from the report setup

  • Click on Print and select Age Analysis from the list

  • The following Age Analysis profiles will be loaded by default with new installations

  • Click on New to add a new profile

  • Click on Edit to edit and existing profile


  • Click on Delete to delete an existing profile

  • Click on Print Direct to print the report directly in HTML format

  • Click on Print to Grid to view the report in a grid format. 

  • Click on Set as Default to set a specific report profile as the default

  • Click on Options to rename a specific report profile


  • Click on Close to exit the Age Analysis profile list

The Report Parameters

Select the Timespan for Report

TAKE NOTE: Tick the Default Date/Period block to default the report profile setup to the current financial year and period

  • Select the Year
  • Select the To Period
  • Select the Dates

  • Select the relevant tick boxes under Invoices Types to Print

Select the Grouping Options and the Column Grouping Order on how the report should display

  • Click on the Move Up or Move Down buttons depending in which order the Grouping should display
  • Show in Groups:  All Grouping means that the report will show in the order of the Grouping Options selected
  • Show in Groups:  Select Grouping means that you can select (in this case) which Medical Aid Scheme and which Service Center should display

Select the Level of Detail

  • Summary Only will print the Totals only, NO Debtor information
  • All:  Will display all detail
  • All - Separate Column For Unlinked Docs:  This option will display two extra columns on the report:  Overpaid and Unallocated amounts
  • Unlinked Docs Only:  This option will show the Unlinked transactions only

Select the Age to display on the report

TAKE NOTE: When printing the report, a screen will display where you can make your selection

  • All: The report Will display All the ages in separate columns for each age
  • Specific Age:  Select a specific age to display
  • Oldest Age:  This will enable you to view all the outstanding accounts with the oldest age

Select the Debtors to display on the report

TAKE NOTE: When printing the report, a screen will display where you can make your selection

  • All:  Displays all the Debtors with an outstanding balance
  • Choose:  To print from a specific debtor to a specific debtor
  • List of Debtors:  Will display a screen where multiple debtor numbers can be entered
  • Single Debtor:  To select a specific debtor

Select the Report Order on how the report should display

  • Alphabetic:  The report displays in Alphabetical order (ABC)
  • Numeric:  The report displays in Numeric order (Account number order)
  • File Number:  The report displays in File number order


Select which Columns to display on the report

  • Total:  This will reflect the total amount outstanding on the Debtor, Patient and Medical Aid liable
  • Medical Aid:  This option will reflect everything on the Debtor, Medical Aid liable
  • Patient:  This option will reflect everything on the Debtor, Patient liable

Select the Amounts to reflect on the report

  • All:  Will reflect all the outstanding amounts - Debits, Credits as well as the Zero balances
  • Specific amount (Total): This option will enable you to specify the amounts to reflect on the report


TAKE NOTE: The following report profiles can be set-up and is a guideline only.

To Add a new profile:

  • Click on New
  • Enter the name of the report profile
  • Click OK
  • Select the Report Parameters
  • Click on Save Profile

To Print the Report:

  • Highlight the relevant report profile
  • Click on Print to Grid
  • Choose the applicable options under the drop-down boxes
  • Click Next

The report will display as follow:


Mail a View

  • This option allows you to e-mail the current view on the screen


Mail all Views

  • This option allows you to e-mail the current view on the screen including the additional tabs on the left


SMS

  • Click on SMS to send an SMS to all the selected Debtors

Print

  • Click on Print to print the report
  • Click on the Dropdown box and select to print All Columns or Choose Columns


Export

Click on Export to export the report to Excel


When clicking on Print the report will display as follows:

Age Analysis Report

  • From here you have the option to E-mail, Print Preview, Save or Print the report. You can also do some page setup from here and close the report. 

Last modified: Tuesday, 12 May 2020, 10:54 AM