Customer Age Analysis and Ledger Tutorials

The Customer Age Analysis, and when a transaction appears on it, are explained on Customer Age Analysis and Statements.

💡These tutorials explain how to view the Customer Age Analysis and customer ledgers, send statements and add work in progress.

How to View an Age Analysis#

1. Navigate to the Customer Age Analysis.
2. In the To date field, select the date for which you want to view the age analysis.
3. Select an entity from the dropdown list, or select All.
4. Optional:
   • Check the Show All box to show accounts with zero balances.
   • Check the Local Currency box to convert all outstanding amounts to the local currency.
5. Click View (button).

How to Print, Preview or Email Statements#

1. Navigate to the Customer Age Analysis.
2. Select the date for which you want to send statements in the To date field.
3. Select an entity from the dropdown list (applies only if more than one entity is registered).
4. Click View (button).
5. Click the entries you want statements for.
6. Click Output (button) and select one of these options:
   • Print > Customer Statement: The statement is printed to the default printer. If your default printer is a PDF printer, you are prompted to enter a file name.
   • Preview > Customer Statement: The statement appears on screen, where you can save or print it.
   • Email > Customer Statement: The statement is attached to an email in .pdf format, which opens so that you can check and send it.

How to Email Statements to Several Customers#

1. Navigate to the Customer Age Analysis.
2. Select the date for which you want to send statements in the To date field.
3. Select an entity from the dropdown list (applies only if more than one entity is registered).
4. Click View (button).
5. Select the customers you want to send statements to (Ctrl + left-click or Shift + left-click).
6. Click Output (button) and select Email > Customer Statement.
   • Note: One email is created for each selected customer, with the statement attached as a PDF, and saved in the Outbox. The email edit window does not open.
7. Read the message, which shows how many emails were created and how many have no email address, and click OK (button).
   • Note: The Emails module opens on the Outbox.
8. Check the emails and fill in any missing email addresses.
9. Select the emails you want to send (Ctrl + left-click or Shift + left-click).
10. Click Send (button).
    • Note: With only one row selected, Send sends all the listed emails.

How to View a Customer Ledger#

1. Navigate to the Customer Age Analysis.
2. Click Menu (button) > Detailed Ledger.
3. Set the filters on the left as needed (e.g. date, entity or customer).
4. Click View (button).

How to Access a Customer’s Account#

1. Navigate to the Customer Age Analysis.
2. Select the date for which you want to view the Customer Age Analysis in the To date field.
3. Click View (button).
4. Right-click an entry and select Open Customer.
   • Note: The popup has limited functionality. To fully edit the customer record, open it from the customer setup menu (e.g. Main Menu > Setup > Customers).

How to Add Work in Progress to the Age Analysis#

1. Navigate to Transaction Types setup (e.g. Main Menu > Setup > Transaction Types).
2. Double-click the Transaction Type you want to add (e.g. Sales Orders).
   • Note: Do not add this setting to transactions that appear on the age analysis (that is, all transactions that are posted to the ledger), because they are counted twice.
3. Click Edit (button) on the top row.
4. Click Settings (tab) if it is not already open.
5. Click Settings (button) next to Add.
6. Click the setting: Accounting > Sum Active Transactions to Work in Progress in Customer Age Analysis.
   • Note: If the setting is not on the list, it is already added: go to Step 9.
7. Click Add/Update (button).
8. Confirm the update.
9. Close the settings popup.
10. Accounting > Sum Active Transactions to Work in Progress in Customer Age Analysis = Check the box in the Value column.
11. Click Save (button).