Generating the A/R Aging Summary by Profile Report

  1. Select Administration > Reports > Accounts Receivable > A/R Aging Summary by Profile.
  2. Specify this information in the Report Parameters section:
    Property
    The property for which the report is generated.
    Account Type
    The code and name of the account.
    Note: You can select multiple Account Type.
    Sales Manager
    The code of the sales manager.
    Output Format
    The output format for the report. By default, the format is PDF.
    Note: You can modify the output format.
    Accounts to Include
    The property A/R accounts with the selected option. The available options are:
    • All Active Accounts
    • Collection Accounts
    • Credit Hold Accounts Over Credit Limit Accounts
  3. Specify this information in the Report Options section:
    Include Lease Deposit Balance
    Select this check box to include security deposit balance and incidental deposit balance associated with the lease in the report.
    Exclude Property A/R Account
    Select this check box not to include the details of the Property A/R Accounts in the report.
  4. Specify the Report Date in the Date Range Section to calculate aging for the selected Date.
    Note: By default, the value is set to Hotel Date.