Reports
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      1. Curacubby Resource Library
      2. Administrators
      3. Reports

      Aging Report

      This report provides a list of families with unpaid invoices and the amount of days the invoice has gone unpaid

      This report allows you to view unpaid invoices and amount of days past due.

       

      To generate an Aging Accounting Report:

      Click Accounting under the Reports Tab

      1. Select the Accounting Report to generate

      2. Fill Additional fields (if applicable) 

      3. Click Create Report

        1. Optional: Modify Report Name 

      Here is an example of a generated Aging Report: 



      Here is a brief interactive walkthrough of generating an Aging accounting report:

      7 STEPS

      1. Locate the Reports tab on the left hand side of your Curacubby. Under the Reports tab, click "Accounting"

      Step 1 image

      2. Click the drop-down menu labeled "Report Type"

      Step 2 image

      3. Select "Aging" within the drop-down menu for Report Type

      Step 3 image

      4. Click the blue box labeled "Create Report"

      You are also able to edit the report name by clicking the text box located above "Create Report" and replacing current name

      Step 4 image

      5. Please allow a few moments for your report to be generated within your web browser.
      Once generated, you will see a report similar to this:

      Step 5 image

      6. You are then able to export your report by selecting the document type you would like to download: DOCX, CSV, XLSV, or a PDF

      Step 6 image

      7. That's it. You're done.

      This is what your Aging accounting report will look if downloaded as a PDF.

      Step 7 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2030694/AGING-REPORTS