The Contact Aging Report provides a detailed summary of outstanding balances, categorizing overdue amounts by age intervals. It helps manage and monitor financial interactions with tenants and leads, ensuring efficient collection and account management.
Accessing the Report
You can find the Contact Aging Report under:
Reports > Tenant > Contact Aging Report.
Report Parameters
Customize the report using the following parameters:
Company: Select one or multiple companies (default: All companies selected).
Date: Select the date as a reference point for balances.
Balance Filter:
Options:
All (default)
Greater Than Balance
Less Than Balance
Balance: Minimum balance threshold for filtering (default: 0).
Include $0 Balances: Include contacts with zero balances (default: No).
Filter:
Options:
All Contacts (default)
Current Tenants
Past Tenants
Future Tenants
Leads
Sort By:
Options
Unit No. (default)
Name
Group by Account Item: Choose to group balances by account item (default: No).
Building: Select one or multiple buildings (default: All buildings selected).
Include invoices without a site: Choose to include invoices not associated with any site (default: Yes).
Report Columns
The report displays the following columns:
Unit: Unit number.
Contact: Contact name.
Balance: Total outstanding balance.
Credit: Available credit.
Current: Current charges.
1-30 Days: Amounts overdue by 1-30 days.
31-60 Days: Amounts overdue by 31-60 days.
61-90 Days: Amounts overdue by 61-90 days.
> 90 Days: Amounts overdue by more than 90 days.
Grouping and Totals
The report groups data by Building, with totals displayed after each building's units.
Separate sections exist for:
Tenants With No Leases
Tenants With Multiple Leases
If a tenant has multiple leases, they will appear only in the Tenants With Multiple Leases section to avoid duplication.
Usage
Use this report regularly to monitor tenant balances, identify overdue accounts, and streamline your collection efforts.
