Customer Age Analysis - Setup Tutorials

Overview#

A Customer Age Analysis shows all your customers' outstanding balances, grouped by period.

BOS Enterprise automatically includes the standard transactions that make up these balances, and you can customise the report further by selecting additional transactions to include.

This tutorial explains how to customise a Customer Age Analysis.

💡These tutorials explain how to add invoices, credit notes and work in progress to the Customer Age Analysis.

How to Add Transactions to the WIP Column#

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults (tab) > Setup Customer Age Analysis.
2. Click Edit (button) in the header.
3. Click Edit... in the Value column.
4. Click Add (button).
5. Select Transaction Type – Work in Progress in the Section column.
6. Select the transaction in the Transaction column (e.g. Sales Order (SO)).
7. Click Add (button).
8. Select Transaction Type – Work in Progress in the Section column.
9. Select the transaction in the Transaction column (e.g. Sales Return (ISRT)).
10. Click Save (button).

How to Add Invoices to the Customer Age Analysis#

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Customer Age Analysis.
2. Click Edit (button) in the header.
3. Click Edit... in the Value column.
4. Click Add (button).
5. Select Transaction Type – Customer Invoice in the Section column.
6. Select Customer Invoices (CI) in the Transaction column.
7. Click Save (button).

How to Add Credit Notes to the Customer Age Analysis#

1. Navigate to Main Menu > Setup > Accounting > Settings & Defaults > Setup Customer Age Analysis.
2. Click Edit (button) in the header.
3. Click Edit... in the Value column.
4. Click Add (button).
5. Select Transaction Type – Customer Credit Notes in the Section column.
6. Select Customer Credit Notes (CC) in the Transaction column.
7. Click Save (button).