Aged Debtor Reports

Use the Aged Debtors Preset report to create reports that show outstanding debts as at a specific aging date.

Before you begin

Before you can view or configure reports, you must have the correct security roles set up in your user profile. See Configure Business Roles and Security Permissions for more information.

Aged debtor report options

You can use the Aged Debtor Preset report to create customised aged debtor reports that reflect the needs of your practice.

For example, to find out which organisations have fallen behind on payment, set the 'Bill to type' to organisations, the 'Bill to' to the organisation name you're searching for and the report will update to find those late payments. These reports can also be filtered by Type, Provider, Patient and Date.

See Understanding Reports for more information.

1. To access Aged Debtor reports, click Reports in the menu bar.
2. Click Aged Debtors under Preset Reports.
3. Click Customise table to add or remove columns from the report. Select from the following columns:

   >90 days Provider Invoice status Account contact

   Bill to Invoice amount Owing Patient

   Bill type Schedule InvoiceID Invoice date

   Invoice number Invoice age 0-30 Days 31-60 Days 61-90 Days

4. Select the columns you wish to include in your aged debtor report. You can create multiple reports if required.
5. Click PDF or Excel to export the report, or click Save as to save a copy. For more information about exporting and saving reports, see Understanding Reports.

Last updated 24 April 2024