Aged Receivables

View outstanding customer invoices and assess overdue amounts.

The Aged Receivables widget shows a bar chart of outstanding invoices that are grouped by the Business Unit (BU), Customer, and Aged Date fields. The horizontal axis of the chart is divided into these time buckets:

  • Current
  • 1–30 Days
  • 31–60 Days
  • 61–90 Days
  • 91+ Days

The vertical axis of the chart shows the receivable amount and the currency symbol of the selected business unit. Click a bar to view detailed invoice transactions in a sortable grid with these columns:

  • Journal Number
  • Journal Line Number
  • Invoice Reference
  • Due Date
  • Aged Day
  • Amount
  • Links

To control access and ensure that the customer visibility aligns with user permissions, configure Data Access Groups (DAG).

Query logic

The Aged Receivables widget shows outstanding customer invoices that are retrieved from the ledger. The widget targets invoices that meet these conditions:

  • The Allocation Marker value is not Allocated, Paid, or Correction.
  • The due date is after the selected aged date.

The Aged Receivables widget calculates how many days each invoice is overdue based on the difference between the selected aged date and each invoice's due date, and assigns the invoice to the appropriate time bucket. You can apply dynamic filters to the Business Unit (BU), Customer, and Aged Date fields to tailor the view to specific organizational segments or customers.

The Aged Receivables widget refreshes in real time to reflect the current selections.