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Aging Pivot
Table Reports TM
for Microsoft Dynamics Generate an aged Portable Report in Excel based
on your current AR or AP Trial Balance Report.
By using the basic functionality of Microsoft Dynamics
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How to fill out aging pivot
How to fill out aging pivot:
01
Open the aging pivot template or create a new one in your preferred spreadsheet software.
02
Identify the relevant columns for your aging pivot, such as "Customer Name," "Invoice Date," and "Amount Due."
03
Enter the necessary data into the corresponding columns. For example, fill in the customer names, invoice dates, and amounts due.
04
Sort the data by the "Invoice Date" column in ascending order to ensure accurate aging analysis.
05
Determine the aging periods you want to analyze, such as 30 days, 60 days, and 90 days.
06
Create additional columns for each aging period and label them accordingly.
07
Use formulas or functions to calculate the aging of each invoice based on its invoice date.
08
Assign each invoice to the appropriate aging period in the corresponding column.
09
Review the aging pivot to ensure accuracy and make any necessary adjustments.
10
Analyze the aging pivot to gain insights into your accounts receivable, such as identifying overdue payments, monitoring aging trends, and managing cash flow effectively.
Who needs aging pivot:
01
Businesses that provide credit to customers and have outstanding invoices can benefit from using an aging pivot. It helps them track and manage their accounts receivable effectively.
02
Accounting departments or professionals who need to analyze and report on the aging of outstanding invoices frequently.
03
Financial managers or business owners who want to assess the financial health of their company, monitor cash flow, and identify potential issues with late payments or bad debt.
Note: This structure is mainly an example, and the actual content may vary depending on the specific context and requirements.
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What is aging pivot?
Aging pivot is a report that shows the outstanding balances of accounts receivable by age.
Who is required to file aging pivot?
Businesses or organizations that have accounts receivable are required to file aging pivot.
How to fill out aging pivot?
To fill out aging pivot, you need to list the outstanding balances of accounts receivable by age categories such as 30 days, 60 days, 90 days, etc.
What is the purpose of aging pivot?
The purpose of aging pivot is to provide insight into the aging of accounts receivable and potential collection issues.
What information must be reported on aging pivot?
The information reported on aging pivot includes the customer name, invoice number, invoice date, due date, amount outstanding, and aging category.
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