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Aging Report

Aging Report

The Aging Report helps you track overdue pledges and grants receivable by how long they've been outstanding. This is essential for managing your accounts receivable and prioritizing collection efforts.

Age Buckets

  • Current: Not yet due
  • 1–30 Days: Slightly past due
  • 31–60 Days: Moderately past due
  • 61–90 Days: Significantly past due
  • 90+ Days: Seriously overdue—may need write-off consideration

What's Included

  • Unpaid pledge balances from the Pledges Manager
  • Outstanding grant receivable balances
  • Any other accounts receivable entries

Using the Report

Use the Aging Report to identify at-risk revenue, prioritize follow-up calls, and make informed decisions about pledge write-offs. Export to CSV or PDF for board review.

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