Use the Aged
Accounts Receivable dashpart to view your posted
accounts receivable information, with aging data, for the current
project. This includes the total amount billed, paid and unpaid balances, outstanding retainage, and the length of time that the receivables have been outstanding.
Contents
If you are using Internet Explorer, click the dashpart title link to open
Project Review. (You may be prompted to log in before
Project Review displays.)
Field | Description |
Currency
|
If your
firm uses multiple currencies, the currency code displays above the graph, and all currency amounts display in the
project's billing currency.
|
Billed
|
This field displays the total amount billed on the
project, which is the sum of the
Billed +
Tax Billed amounts that display on the Invoices tab and the
Accounts Receivable tab. Retainage is included in the amount in
Billed.
Calculation: Billed = Billed + Tax Billed amount on posted invoices
|
Paid
|
This field displays the paid amount on the
project.
Calculation: Paid = Applied Retainer + total of Amount Paid column (Invoices tab grid) + Unapplied Retainer (shown in
Receivables Information above the Invoices tab grid)
|
Unpaid
|
This field displays the unpaid balance, the total amount due on the
project through today's date. Retainage is excluded from the unpaid amount.
Calculation: Unpaid = Outstanding amount through today on posted invoices (sum of the Amount Due column in the Invoices tab grid)
|
Aging Categories
|
The horizontal axis of the graph displays the aging categories. Each bar represents the outstanding amount for that aging category, as of today.
Calculation: Aging Categories = Aged billed labor amounts
|
Retainage
|
If the
project has outstanding retainage, the sum of the retainage amounts displays. This is the sum of the Retainage column on the Invoices tab grid. It is not included in the amount in
Unpaid or in the aging category bars on the graph.
|