Viewing Customer Aging

Purpose:   To view customer aging using ctcLink.

Audience:  Accounts Receivable staff.

Aging accounts receivable is the process of updating the age of customers' outstanding items, based on the item accounting date. In order to properly manage accounts receivable and cash flow, you should age the items at predefined intervals.

An institution may age its receivables on a daily, bi-weekly, or weekly basis. Once receivables are aged, dunning letters and statements can be sent and analysis, planning, and collection work can be performed.

You must have at least one of these local college managed security roles:

  • ZC AR Customer Maintenance
  • ZD AR Inquiry
  • ZZ AR Customer Maintenance

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Use the Customer Aging page to view or update aged accounts for a selected customer.

Viewing Customer Aging

Navigation: Accounts Receivables > Customer Accounts > Customer Information > Customer Aging

  1. On the Customer Aging page, enter or select the Unit.
  2. Enter or look up the Customer.
  3. Select the Level to include items for the customer group to which your customer belongs.
  4. Select Search.
  5. The Aged Date field displays the system date from the beginning of the aging run. 
  6. The page displays New Balance if the customer's balance has changed since it was last aged. This indicates that you may want to rerun the Aging process.
  7. Select the Update Aging icon to age the customer's items during the next run of the Aging process.  
  8. The monetary amounts in the Customer Balances group box appear in either the base currency or the display currency for the business unit. To change from the base currency to the display currency, select the Use an AR Display Currency field for the business unit on the Display Currency Options page.
  9. The High Balance and High Past Due fields show the highest balance and the highest past due amount since update aging was last run if applicable.
  10. The Customer Aging group box has one line for each aging category defined on the Aging page. 
Customer Aging Results
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

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