View Customer Totals
This window is accessed by right clicking on a customer in the Customers Browse or *when a user opens a Sales Order for which the customer has Customer Billing Notes. It allows you to view (but not edit) a number of totals and important dates regarding each customer. These fields are updated automatically by Simple Accounting as you use the software, or by pressing the [Re-Total] button at the bottom of the window.
Viewing Aging from within a Sales Order is only visible if the proper Security is added to the logged Employee’s Security Template.
|
SALES TOTALS |
|
|
MTD |
The total sales to this customer since the last Period Update.
|
|
YTD |
The total sales to this customer since the last Year-End Close.
|
|
LAST YEAR |
The total sales to this customer in the year prior to the last Year-End Close.
|
|
LAST MONTH |
The total sales to this customer in the month prior to the last Period Update.
|
|
BUDGETED |
Enter the total estimated annual sales for this customer. You can then use this to compare actual versus targeted sales for the account.
|
|
COST TOTALS |
|
|
MTD |
The total cost of goods sold to this customer since the last Period Update.
|
|
YTD |
The total cost of goods sold to this customer since the last Year-End Close.
|
|
Last Year |
The total cost of goods sold to this customer in the year prior to the last Year-End Close.
|
|
Last Month |
The total cost of goods sold to this customer in the month prior to the last Period Update.
|
|
IMPORTANT DATES |
|
|
ENTRY DATE |
The day the customer was created.
|
|
LAST SALE DATE |
The date of the last Sale or other debit to this Customer’s account.
|
|
LAST MAILING |
The most recent date any form (invoice, label, statement, etc.) was generated.
|
|
LAST CONTACT |
The last date this Customer was contacted. This field is automatically updated when entering activities from the Contact Manager.
|
|
NEXT CONTACT |
The next scheduled date which the Employee plans to contact this Customer. This field is automatically updated when entering follow-up activities from the Contact Manager.
|
|
LAST UPDATE |
The last date the customer was edited in any way. |
The date ranges are listed below as they are most commonly set up. Simple Accounting lets you specify up to six user-defined Aging Periods in Setup|Sales And Receivables.
|
CURRENT
|
The amount owed which is not past its date due for payment. |
|||||||||||||||
|
<30 DAYS |
The amount owed which is no longer current, but is less than thirty days overdue for payment.
|
|||||||||||||||
|
30 DAYS |
The amount which is thirty days overdue.
|
|||||||||||||||
|
60 DAYS |
The amount which is sixty days overdue.
|
|||||||||||||||
|
90 DAYS |
The amount which is ninety days overdue.
|
|||||||||||||||
|
120 DAYS |
The amount which is one hundred and twenty days overdue.
|
|||||||||||||||
|
TOTAL BALANCE DUE |
The total amount the Customer owes on all open invoices.
|
|||||||||||||||
|
DAYS PAST DUE |
The number of days since the oldest unpaid invoice was generated.
|
|||||||||||||||
|
AVERAGE DAYS OPEN |
The average of the sum of the number of days since printing for all open invoices. Example: On June 9th, your Customer had the following three open invoices:
Average Days Open = 17 / 3 Open Invoices = 5.33 |
|||||||||||||||
|
AVERAGE DAYS TO PAY |
The average number of days this customer takes to pay invoices in full.
|
|||||||||||||||
|
HIGHEST BALANCE
|
The highest recorded open A/R balance for this customer. |
|||||||||||||||
|
LAST PAYMENT |
The date of the last Payment or other credit to this account.
|
|||||||||||||||
|
LAST FINANCE CHARGE DATE
|
The last date finance charges were applied to this account. |
|||||||||||||||
|
LAST STATEMENT |
The date the last customer statement was printed. |
