Edition: Professional, Business, Enterprise
User-level: All
Previous steps: Configuration overview
Aged debtor dashboard report
Aged debtors panel allows you to view a breakdown of all unpaid invoices in Synergy, grouped by the aging periods that reflect the number of days the invoice payment is overdue.
How is the aged debtor report calculated?
The Aged debtor dashboard report shows the sum of all invoices within a specific aging period.
How to edit the aging periods and colours?
Organisation menu > Settings > Organisation > Configuration
Scroll down to 'Aged Debtors'
Here you can update the aging periods, their corresponding colour and whether you use the 'invoice date' or 'due date' to define the aged debtors.
Calculated using: Choose invoice date or due days to define how the Aged WIP periods are calculated
Invoice date: The invoice will start aging from the date of creation. It will immediately be part of the aged debtor figure in the report.
Due date: The invoice will only start aging after the due date. Until it is past the invoice due date it will not be part of the aged debtor figure in the report.
Days: Type an alternate number of days into the field to be used as the aging period.
Colour: Click the colour square to select an alternate colour from the dropdown menu.
Actions available
Tooltip:
Hover over an aging period to view the Aged Debtors tooltip.
This shows the aging category, the value of the aged debtors within this category and the percentage that the debtors within this category make up on the total aged debtors.
All projects vs My projects
Use the dropdown menu on the top right hand side of the Aged Debtor report to switch between the All projects view and My projects view
All Projects: This show the aged debtors for all projects in the organisation
My projects: This shows the WIP for all projects that you are the project manager of
How often is the aged debtors report updated?
The aged debtors dashboard report is updated hourly.
View your unpaid invoices at a glance from the dashboard.
Where to next?
What other features does this relate to?