The Accounts Receivable Report displays all of the money other people owe to you. This list of transactions and invoices includes any unpaid transactions entered into Saasu where you are receiving the money. Overdue items will have their dates displayed in red. At the bottom of the list is a total of all of the items in the list, so that you can quickly see how much money is due to be paid to you in the period you chose on the report settings.The options you chose on the report settings appear at the bottom of the report. If you want to change these options, click the cog next to the printer icon at the top of the report.
You can edit any item in the list by clicking on it.
The first time you view a report, this screen will be shown.
Click on the cog wheel to select the filter settings you want to run the report for.
Your chosen options will be displayed at the bottom of the report.
You can combine multiple options at once. For example, you can specify a due in value and a contact.
The options for this report are:
- Due In – By default Saasu displays only those items that are due now. You can use this option to expand the report to show items that are due within 30 days, 60 days, or All outstanding payments. For example, if you want to view all items that are due now or within 30 days, click the round button to the left of the 30 days option and click the View Report button.
- Contact – Use this option to only show outstanding payments for a specific contact.