We’re excited to introduce the Accounts Receivable Report, designed to give you deeper insights into your brokerage’s financials with flexible options for sorting, grouping, and filtering.
Key Features:
- Historical Balances: View A/R balances as of the current date or any past date.
- Aging Breakdown: Balances are categorized into:
- Current (1–30 days)
- 31–60 days
- 61–90 days
- 91+ days
- Sorting Options: Sort balances by date, agent, or income account (GL).
- Grouping Options: Group the report by agent or by income account for a clearer view of your receivables.
- Tax Toggle: Choose to view balances with or without tax:
- With tax: For a standard view of A/R as an asset account.
- Without tax: For a clearer perspective on income.
- Advanced Filters: Narrow down results by:
- Agent status: Active or inactive.
- Office: Ideal for multi-office brokerages.
- Income accounts.
- Export Options: Download the report in PDF or Excel format.
How to Access: Go to Reports (in the Reports section of the left navigation) and select Accounts Receivable Report from the drop-down menu.
This update is part of our ongoing effort to provide you with more powerful financial reporting tools. As always, we’d love your feedback!