Viewing and generating vendor ageing reports in SapphireOne is vital for monitoring outstanding payables and managing overdue accounts. This process ensures that all ageing reports are accurately generated and utilised for effective payables management. The process is as follows:
- Navigate to Accounts > Receivables > Report and select the Balances item. Zephyr One will display the Vendor Balances Reports print dialogue alert
- Select either the Printer or CSV option from the Print Destination menu to print to a hardware printer or open in the devices default spreadsheet application, respectively.
- Select the criteria for the Ageing Report, Report Type.
- Select the criteria for the Ageing Report, Sort Order.
- Click Print to open the print dialogue or CSV as configured.
- Optionally, click on the Record List button to open a Vendor Inquiry filtered to aged debtors.
The Custom Report and Quick Report print destination options provide advanced reporting capabilities that will be implemented in consultation with SapphireOne.
For more detailed guidance, refer to the Accounts > Receivables > Balances Report, article.