Review the Customer Ageing Report

How to Review the Customer Ageing Report in Muhasib ERP
Overview
This guide will help you classify customer outstanding balances by age and prioritize valid collection actions.
You get an ageing analysis for collections and credit review.
Who can do this
You need access to Customer Ageing Report and authorized customer/company scope.
Before you start
Define company, as-of date, ageing basis/buckets, customer/group, payment terms, unallocated receipts/credits, and expected total.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Muhasib Financials → Customer Ageing Report.
Review the Customer Ageing Report
Step 1: Set company/as-of/customer filters
Step 2: Generate the report
Step 3: Review current and ageing buckets plus total
Step 4: Confirm due-date versus invoice-date basis
Step 5: Drill to invoice and payment allocations
Step 6: Compare total with Customer Ledger/Due and receivables control
Check your work
Every sampled invoice falls into the correct bucket and bucket totals equal outstanding receivables.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
Confirm boundary-day inclusivity.
Do not collect balances offset by unallocated credits/receipts.
Related guides
Review the Customer Due Report
Review the Customer Ledger Report
Review Sale Ageing Invoices
What to do next
Review the Customer Due Report.