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      Aged Debtors | A Setup Guide

      Aged Debtors (phase 1) allows users to generate reports on outstanding account debts categorized by industry-standard aging brackets - current, 30, 60 90+ days

      In this article

      Overview

      Version Specifications

      Key Features & Capabilities

      Configuration

       How To Enable Aged Debtors

      Reporting - Accounts List

      Reporting - Accounts Maintenance Form

      Reporting - Generated Statement

      Feature Walkthrough

      Further Reading


      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:

      • Currently Owing

      • 30 Days Owing

      • 60 Days Owing

      • 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

      • Global enablement of the aged debtor's functionality

      • Transaction age-based charge reporting

      • The new account statement PDF section summarises outstanding amounts categorised by age brackets.

       

      Configuration

      How to enable Aged Debtors

      • Open Backoffice & login with an approved user

      • Navigate to ‘System Setup’ → ‘Global Settings’

      • Select the ‘Flags’ tab

      • 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:

      • Current Owing

      • 30 Days Owing

      • 60 Days Owing

      • 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:

      • Current Owing

      • 30 Days Owing

      • 60 Days Owing

      • 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