Aged Accounts Receivable Dashpart

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 in Vision. (You may be prompted to log in to Vision before Project Review displays.)

Field	Description
Currency	If your firm uses Vision Multicurrency, 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 are shown on the iAccess Invoices tab and the Accounts Receivable tab in Vision (Vision > Accounting > Project Review). 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.
Tooltips	Tooltips display when you hover over or tap various parts of the iAccess interface, including buttons, status and warning indicators, and data on the dashparts and charts. You can also click to view specific calculation information, and click the More links to access the related online help. If you are using a tablet device, the tooltip hover action is not available, but you can tap and the More links to view the calculations and online help.