Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Aged Accounts Receivable Dashpart

Use the Aged Accounts Receivable dashpart on the Dashboard of the Projects hub 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 form of the Projects hub. 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 grid on the Invoices form of the Projects hub)

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 grid on the Invoices form of the Projects hub)

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 in the grid on the Invoices for of the Projects hub. It is not included in the amount in Unpaid or in the aging category bars on the graph.

This field is available only if you set Use Retainage to Yes in Settings > Billing > Options.