Collector's Report
Accounts Receivable Menu -> Collections -> Collector's Report
This report can be used to monitor the effectiveness of the
Collectors. It reviews the accounts by Collector for a selected
date range, and prints the aging categories based on the difference
between the invoice due date and the actual payment date.
The report only reflects paid invoices. The amounts in each aging
category, are the amounts paid, that many days after the due
date.
The prompts are:
-
- STARTING DATE
- Accept today's date as the starting date, or type in a
preferred starting date for the report.
ENDING DATE
- Accept the month end, or type in a preferred ending date for
the report.
COLLECTOR, "ALL", OR "SEL"
-
- ALL to include all A/R Collector codes in the report.
- Enter a specific A/R Collector code to print the report for a
single collector, or select from the valid Collector Codes in the
lookup Collector Search window.
- Type SEL to select several Collector codes to include in the
report, as outlined in Collector
Select.
ALL RATINGS
- Check this box to include all to include customers for all
credit Ratings.
Uncheck this box to include customers from only a single Credit
Rating.
- CREDIT RATING
- Enter the desired Credit Rating or select one from the
drop-down list.
REPORT OPTIONS
- This value defaults to the operator preference as defined in
Operators.
Select one of the output options to Print a report or export
the data to Excel as outlined in Report Options.
Finished?
- Click ACCEPT to generate the report, or CANCEL to abort.
Topic Keyword: ARAC02