Accounts Receivable Report

Overview

The Accounts Receivable Report allows you to track unpaid balances, collected amounts, and outstanding balances for house accounts over a selected period. Using the Breakdown Report By option, you can customize how the data is grouped, making it easier to review balances by customer or account.

This report helps to:

• Monitor outstanding receivables

• Track collected vs. unpaid amounts

• View account balances in a clear, structured format

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How to Access the Accounts Receivable Report

1. Sign in to SalesVu.com

2. Click Reports from the left-hand menu

3. Under Sales & Profitability, select Open Accounts Receivable Report

   

4. Choose your Location

5. Select a date range

6. Click Go

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Using Advanced Options (Breakdown Report By)

1. Click Advanced Options

2. Locate Breakdown Report By

3. Select one of the following options:

   • All – Displays all house accounts without additional grouping

   • By Account Payable – Groups balances by house account

   • By Customers – Groups balances by individual customers

4. Click Go to apply the selection

   

This allows you to tailor the report view based on how you want to analyze receivables.

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Report Columns Explained

The Accounts Receivable Report includes the following columns:

• House Account
  Displays the name of the house account used for the transaction.

• Customer
  Shows the customer associated with the house account.

• Total ($)
  The total amount charged to the account within the selected date range.

• Total ($) Collected
  The total amount that has already been collected.

• Outstanding Balance ($)
  The remaining unpaid balance.

Totals are summarized at the bottom of the report for quick reference.

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Additional Features

• Column Filters
  Use the filter fields under each column to narrow down results.

• Row Grouping
  Drag columns into the row group area to further organize the report.