Q1. How do I create a new Aged Receivables (Summary Totals) template?
Go to Settings > Templates > Reports > Additional Tab, then click New Template (Aged Receivables (Summary Totals)).
Alternatively, in Reports > Aged Receivables (Summary Totals), click the template selector (top right) and choose New Template.
Q2. What settings can I customize in my Aged Receivables (Summary Totals) template?
The Aged Receivables (Summary Totals) template has three tabs: General and PDF.
General: Edit template name, baseline period, header, and footer.
PDF: Customize layout, header, and footer for PDF version of the report.
Note: PDF preview and export are only supported for up to 8 columns.
Q3. What columns are supported in the Aged Receivables (Summary Totals) template?
The Aged Receivables (Summary Totals) template supports the following columns:
Adjustable:
Customer Name (locked)
Current (PHP)
< 1 Month (PHP)
1 Month (PHP)
2 Months (PHP)
3 Months (PHP)
Older (PHP)
Balance (PHP)
Customer Tax ID
Contact Group
Contact Relationship
Note: Customer Name is locked. This means you cannot hide or re-arrange them. (PHP) pertains to the org’s default currency.
Q4. How do I select/hide/arrange columns in the Aged Receivables (Summary Totals) template?
To show or hide columns:
Click the column icon at the top right of the template.
In the panel, you’ll see two lists: Hidden Columns and Selected Columns.
To show a column, move it from Hidden Columns to Selected Columns.
To hide a column, hover over it in the Selected Columns list and click the hide icon.
To arrange columns:
Click the column icon at the top right of the template.
In the Selected Columns list, hover over a row and drag it to your preferred position.
Q5. How do I duplicate an Aged Receivables (Summary Totals) template?
Go to Settings > Templates > Reports > Additional Tab, hover over the template, click the three-dot icon, and select Duplicate.
Q6. What happens when I update an Aged Receivables (Summary Totals) template?
Changes apply automatically. For previously downloaded reports, redownload them to apply updates.