AR Aging Summary dashboard

The AR Aging Summary dashboard consists of these KPIs:

Total Balance
Future Amount
Future Invoices
Overdue Invoices
Overdue Amount

Note: The arrow trend indicators in this dashboard compare the current year to date (YTD) with the last YTD. If a filter is changed to another year, then the KPI values and trend indicators compare the selected year to its previous year.

Reports:

Aging Summary by Customer
AR Aging Transaction Summary Report

Filters:

Aging Bucket
ARET Transaction Type (Default value = Invoice)
Company ID
Customer Number
Customer Name
Customer Type
Disputed Transaction
Invoice Quarter
Invoice Year (Default value = Current Year)
State
Status Type
Year/Month
Year/Quarter