Customer AR Aging Report

Overview

The GoldFinch Customer AR Aging Report is “date sensitive” and can be run for any date. You can run the Customer AR Aging Report for the previous month’s end date to support the month-end closing process.

How to Print the Customer AR Aging Report for a Customer Account

Navigate to the Account page and click on the Customer AR Aging button.

Update the As of Date as needed.

By default, Print Detail is checked to display all open Sales Invoices, Credit Memos, and Payments.

By default, the AR Aging Report contains Aging buckets up to 90 days. If you want to add another Aging Bucket between 91 and 120 days, refer to Managing GoldFinch Custom Settings to configure a new custom setting:

• Name: show120DayBucket

• Value: True

How to Export the Customer AR Aging Report to Excel

You can also export the Customer AR Aging Report by clicking on Export Excel.

How to Send the Customer AR Aging Report via Email

It is possible to email out the Customer AR Aging report. To do this, please follow the steps below:

Set up an Electronic Document with the Name Customer AR Aging.

Link the electronic document with the Account using the Electronic Document Setup related list. Refer to Electronic Document Management for more setup information.

How to Run the Customer AR Aging Report for All Customer Accounts

To print the Customer AR Aging Report for all customers, go to the Accounts list, then click Customer AR Aging.

Article Customer-AR-Aging-Report  ·  Last updated October 02, 2025 · GoldFinch ERP Help Center