The Aging Reports show the total amount owed by each of your companies and break down how long the amount has been overdue. The reports also list company prepayment and security deposit balances. For more information about using reports, see Reports.
To view the Aging Summary Reports, click Reports > Income and select the report from the drop-down menu.
NOTE:
Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Use reports from your accounting software for reporting purposes. Reports in Kube are for reference purposes only.
Aging Summary Report
The Aging Summary Report lists the total balance owed by each of your companies, broken down by the amount due from future-dated charges and by overdue amounts from the past 0-30, 31-60, 61-90, and over 90 days. The report also lists company prepayment and security deposit balances to show you the amount you could recover, should a company not pay its overdue balance. Amounts owed, prepayments, and security deposits total in the Grand Total row at the bottom of the report.
You can use filters to display the report by company (all companies with the selected primary property with outstanding charges) or by primary property (all companies who have transactions at the selected property).
Clicking on a company row in the Aging Summary Report brings up the Aging Detail Report that shows all overdue approved invoices for the selected company. See the following section of this article for more information about the Aging Detail Report.
NOTE:
To view the security deposits on file for a company, visit the company's Overview screen. For more information about security deposits, see Refunding or applying a security deposit.
You can also use the Liability Summary Report to view security deposits on file. For more information about the Liability Summary Report, see Liability Reports overview.
The following graphic shows an example of the Aging Summary Report screen:
Aging Detail Report
The Aging Detail Report shows all of the past due approved invoices for the company you selected in the Aging Summary Report. For each past due invoice, the report lists the invoice total, the pending unpaid balance, the paid balance, and how long the invoice has been overdue. The report also totals each column in the Grand Total row at the bottom of the report.
NOTE: To see more information about a specific invoice in the Aging Detail Report, visit the Approved Invoices screen and use filters to find the invoice number listed in the Aging Detail Report.
The following graphic shows an example of the Aging Detail Report screen:
