Financial- How to run an aging report

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There are several aging reports within the system. The easiest way to pull an aging report is to go to payments > outstanding-
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Enter search criteria, press view
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Then select the actions icon and choose Outstanding Balance Export or Outstanding Balance- Detail.
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Outstanding Balance Export
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Outstanding Balance- Detail

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Other Aging Report Options can be found by going to Reports > Financial and selecting the Aging Report Category.

  • Aging- A/R Aging Report- multi-tab
    * Family Aging Report- Excel One Tab- this will only pull family balances not third party/sponsor balances
  • Third Party Aging- this report will display third party/sponsor balances owed
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