In this article
Reporting - Accounts Maintenance Form
Reporting - Generated Statement
Overview
The Aged Debtors feature, the first phase of a new account charges and payments system, allows users to generate reports on outstanding account debts categorized by industry-standard aging brackets:
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Currently Owing
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30 Days Owing
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60 Days Owing
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90+ Days Owing
This feature introduces a new "Aged Debtors" reporting view within the Account List, a new tab in the account maintenance window, and an enhanced account statement report. All provide a summary of outstanding balances based on the age of each charge.
Specifications
Version: 4.7.4.3
Released: 28 Jan 2025
Applies to: Backoffice
Key Features & Capabilities
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Global enablement of the aged debtor's functionality
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Transaction age-based charge reporting
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The new account statement PDF section summarises outstanding amounts categorised by age brackets.
Configuration
How to enable Aged Debtors
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Open Backoffice & login with an approved user
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Navigate to ‘System Setup’ → ‘Global Settings’
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Select the ‘Flags’ tab
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Within the ‘Flags’ section, check ‘Aged Debtors’ to enable the functionality.
The operator requires the ‘Maintain Global Settings’ permission to be enabled within the General → System Setup operator permissions.
Enabling this feature initiates a system-wide recalculation of all outstanding account balances. Depending on the number of accounts and the frequency of charge and payment transactions, this may cause a brief delay in aged debtor reporting.
Reporting - Accounts List
With ‘Aged Debtors’ enabled in the ‘Global Settings’, a new reporting view becomes available within the ‘Account List’ in Backoffice.
The new view includes the following fields:
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Current Owing
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30 Days Owing
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60 Days Owing
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90+ Days Owing
Accounts Maintenance Window
Enabling "Aged Debtors" in Global Settings activates a new "Aged Debtors" tab within the Backoffice Account Maintenance window.
This tab displays the following:
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Current Owing
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30 Days Owing
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60 Days Owing
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90+ Days Owing
The operator requires the ‘View Accounts’ permission to be enabled within the Maintenance → Accounts & Memberships operator permissions.
Accounts Statement - Generated PDF
The generated Account Statement now includes a detailed breakdown of charges, categorized according to industry-standard aging brackets.
Feature Walkthrough
Further Reading