1. What you need to know
1. You'll visualize a graph with the Debt by Providers Group (you can check/uncheck the insurance company or supplier to be included in the graph).
2. You'll visualize the Total amount of debt.
3. You'll visualize a graph with the Invoices Balance per period of time.
4. You'll visualize the Provider Balance Aging report (general) with the following information: Provider Groups, Suppliers, Total Invoices, Total Overdue Invoices, Expired 30 days ago, Overdue from 31 to 60 days, Overdue from 61 to 90 days, Overdue for more than 90 days, and Total.
5. You'll visualize the Provider Balance report (detailed) with the following information: Provider, Provider Group, Total Invoices, Total Overdue Invoices, Expired 30 days ago, Overdue from 31 to 60 days, Overdue from 61 to 90 days, Overdue for more than 90 days, Total, and Partner ID.
* Click on the provider name to display more details:
Provider Groups Suppliers
Total Invoices
Billing date range
Average days of credit
Average of overdue debt
Overdue
Expired 30 days ago
Overdue from 31 to 60 days
Overdue from 61 to 90 days
Overdue for more than 90 days
Total Invoices
payments
Partial credit notes
Exchange difference
Invoice Balance
2. The benefits
To search and view detailed information of the providers aged balances.
3. Start report
1. After opening the window "Antiquity of Provider Balance" you'll visualize the following information:
A. Debt by Providers Group (you can check/uncheck the insurance company or supplier to be included in the graph).
B. Total amount of the debt.
C. Invoices Balance per period of time.
D. Antiquity of Provider Balance report (general)
E. Antiquity of Provider Balance report (detailed)
* Click on the provider name to display more details:
Provider Groups Suppliers
Total Invoices
Billing date range
Average days of credit
Average of overdue debt
Overdue
Expired 30 days ago
Overdue from 31 to 60 days
Overdue from 61 to 90 days
Overdue for more than 90 days
Total Invoices
payments
Partial credit notes
Exchange difference
Invoice Balance
After finishing the aforementioned steps.
You'll have generated the provider balance aging report.
Congratulations!