Features

Generate Aged Receivables and Credits (ATB) Report

Written by Admin | Jun 27, 2024 11:27:43 AM

The Aged Trial Balance (ATB) report gives you a full accounting of what your association is owed, whether by individuals or by organizational buyers like counties and school districts. By leveraging the ATB, you'll be able to prioritize your collections activities and plan out your payments to vendors, ensuring close management of the association's cash flow. Account by account, you can view total balances and drill into the contributing invoices. Credit balances are also shown, giving you the opportunity to apply those credits to open invoices and close them out.