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Aged Receivables

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An Age Receivables report is a standard report which gives you a view of those donors who have pledges. These pledges are either due or overdue compared to when the donor said they would make the donation.

Use this report to guide you in who to contact and discuss their pledges.

Creating a new report

To generate an Aged Receivables report you

  • click Finance from the menu
  • click Finance Reports from the finance sub menu
  • click New Report

Aged Receivable Report Criteria

There are limited criteria for an aged receivable:

  • Date range: This identifies the month ending that you want to view. This shows you how much is due and overdue as at the end of that month
  • Report by Parent Group: For those who wish to summarise the reporting at the group or subgroup(child) level. For most clients this will be Child.
  • Output Format : Whether to show on the screen or output to a CSV or Excel file.
  • Filter options: In the same way as the Pledge vs Actual report works you can filter the people or transactions that you want to include in the report. Each of the options can have multiple options chosen, and these options can be used to limit to just those selected (include) or all others apart from those selected (exclude).

Save report criteria

If you wish to use this combination of criteria again, then you can save the settings using the 'Save Template' button. This enables you to save the criteria either for just your own use, a group you administer or anyone. The options available to you depend on your role and group permissions.

Aged Receivables Output

The produce of the aged report is:

  • a list of all those donors who have some amounts outstanding, or are due this month (based on the report criteria)
  • Giving Number: The giving number of the donor
  • Groups: The Groups this donor is a member of
  • Total Owed: This is the lifetime amount of donations that were pledged but have yet to be paid.
  • Current: This is the total amount that is due this month
  • 1-30: The total amount that is overdue by 1 to 30 days
  • 31-60: The total amount that is overdue by 31 to 60 days
  • 61-90: The total amount that is overdue by 61 to 90 days
  • 90+ Days: The total amount that is over due by more than 90 days