Accounts Receivable Report

The Accounts Receivable Report gives a list of all the companies that still have an outstanding balance for a specific event. The #1 question about the AR report we receive is "Why is the number of exhibitors off?" This report will only show the exhibitors with a balance due. 

To Pull the Report

1. Select the Event from the drop down
2. Select up to 3 levels of sorting
3. Select an output format

• HTML – the system will display the results in the same browser window.
• ASCII - the system will prompt the user to open or save a text file.
• Excel - the system will prompt the user to open or save an Excel file.
• PDF – the system will prompt the user to open or save a PDF file.
• XML - the system will open a new browser window or tab, and display the results.

Click View Report to see the report.

                       

Results

The results will be listed based on the selected sort criteria – if no criteria is selected the system defaults to ascending alphabetical order by Company Name. The columns are:

1. Company Id – The unique identifier in the system for this company.
2. Company Name – The name of the company as it appears on the Company Info tab of the company record.
3. Company Number – The client specified record number from another system (this may be blank).
4. Total Order Amount – Total amount of all the orders in the system for this event.
5. Total Amount Paid – Total amount of the payments in the system for this event.
6. Balance – Remainder of the amount ordered; Total Order Amount – Total Amount Paid.
7. Due By – These columns come directly from the Payment Schedule (located at Events->Features->Expo Management->Payment Schedule). These calculate based on Total Order Amount, Total Amount Paid, and the percent due in each payment period.