We’re currently updating our website to a new platform. We’re still operating as usual, but some pages may be under construction. Thank you for your patience.
Jiwa Training Centre

Debtors Aged Balance Reports

In this article we look at the at different Debtor ageing reports that are available in Jiwa also referred to as Balance As At reports.  

Debtors Balance As At

The Debtors Balance As At report is a summary aged balance report that can be run retrospectively.

Where there are Head Office / Branch Debtor accounts only the Head Office account is displayed on the report.

Select Debtors | Reports | Debtors Balance As At

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/49.jpg

Using the report range options set the

  • Sort order, and

  • Confirm the As At Date the report is to be run for

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/50.jpg

When you have set your parameters click on the printer icon

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/51.jpg

   

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/52.jpg

   

Debtors Aged Balance - Detailed

The Debtors Aged Balance - Detailed report is a detailed aged balance report that can also be run retrospectively.

Select Debtors | Reports | Debtors Aged Balance - Detailed

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/53.jpg

Set your report ranges and then select Print

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/54.jpg

   

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/55.jpg

Where you have Head Office / Branch Debtor accounts set-up, the total outstanding for each branch account is displayed as well as the total outstanding for the Head Office account as in the example below.

https://austlinkwebresources.s3.amazonaws.com/www.jiwatraining.com.au/articles/Jiwa-Debtors-Aged-Balance-Reports/56.jpg

This video is best seen on the full screen. Just click on the icon at the bottom right of the video (see image below). To exit full screen just press escape

VideoFullScreen.jpg