Accounts receivable dashboard
An aging report showing what customers owe across current, 30, 60, 90, and 120-day buckets.
The accounts receivable dashboard displays an aging report of all unpaid invoices. Balances are bucketed by how long they have been outstanding so you can quickly identify overdue accounts and prioritize collection efforts.
Why the accounts receivable dashboard matters
- Aging visibility: see outstanding balances broken into current, 30, 60, 90, and 120-day buckets at a glance
- Prioritize collections: the table is sorted by total balance (highest first) so the largest exposures surface immediately
- Point-in-time view: set an effective date to see what receivables looked like on any given day
- Export for offline work: download the aging report or raw invoice data for sharing with your finance team
What you'll see
A full-width table with a sticky header and a totals row at the bottom. Each row represents a customer with unpaid invoices.
| Column | What it shows |
|---|---|
| Customer number | The customer's account number |
| Customer name | The customer's name |
| Current | Balances not yet overdue |
| Over 30 days | Balances 31 to 60 days past due |
| Over 60 days | Balances 61 to 90 days past due |
| Over 90 days | Balances 91 to 120 days past due |
| Over 120 days | Balances more than 120 days past due |
| Total | Sum of all aging buckets for the customer |
A sticky footer row shows the grand total for each aging bucket across all customers. Click the detail icon on any row to drill into that customer's individual invoices.
Filters
| Field | What it does |
|---|---|
| Effective date | View receivables as of a specific date (defaults to today) |
Export
Two export options are available:
- Invoice data: downloads a CSV of all unpaid invoices with invoice number, date, customer, PO number, remaining balance, and paid-in-full status
- Aging report: downloads an Excel file with per-invoice aging detail including current, 30, 60, 90, and 120-day amounts
For related workflow documentation, see Accounts receivable in the Collect Payments section.
Next: Payments data