Analyzing AR/AP Invoice Data

This article will cover everything you need to know it order to view and manage your business client's invoice data effectively.

To view the AR/AP information, first go to the 'Forecasting' tab.

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Right away you will notice the data is split up into four quadrants to easily show you any and all overdue or upcoming bills and invoices.


You can quickly see the total amount in each category, and you can sort by vendor, bill number, days open, and dollar amount.

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You can also view a 'Summary' of each category where it will break down the information into the different date ranges.

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In addition, we have included a visual chart viewing option that can give you an overview of past, current, and upcoming bills or invoices.

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Next to this is a small printer icon, where you can generate and send a PDF or Excel report to a client with notes.

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The last option allows you to enlarge the screen making the financials tab take up a larger portion of the screen.

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That's how you can utilize the AR/AP by Age section within the Forecasting Tab to proactively monitor your clients' bills and invoices. If you have any clients that are concerned about their cashflow, this is a great place to start making an impact by discussing what is going on here. Please don't hesitate to reach out if you have any questions or would like further assistance, please contact us at