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Aging dashboard: Accounts payable

Article author
Jonathon Plowman-Samson
  • Updated

Summary

The information on this dashboard reflects what appears within the accounts payable subledgers. Each end-of-year open payables list will appear here as one year of information. The graph highlights changes in the relative age of payables for a vendor from year to year.


Navigation


Use the AP Aging table

The AP Aging table displays summary aging information for each of your client’s vendors.

The first row of the table displays an aging summary for your client’s total AP aging, as-at the end of the current period. Each subsequent row shows an aging summary for a single vendor, also for the end of the current period.

The following columns appear in AP Aging table:

  • Vendor Name: The vendor’s name, as it appears in your open payables list
  • Related: Any related party information that was present in your vendor list
  • Year: The fiscal year for which the current row of data applies
  • # Entries: The number of outstanding entries in your AP subledger for the current vendor
  • Total ending balance: The sum total of all outstanding entries for the current vendor
  • 0-30 / %, 31-60 / %, 61-90 / %, 91-120 / %, 121+ / %: The value of all outstanding entries for the current vendor that fall into the corresponding age range, expressed as both a monetary value and as the % of the total of all outstanding entries for the current vendor

Select a specific vendor

Use the menu at the top of the table to select a vendor.

Selecting a vendor will show the total AP aging summary, an aging summary for the vendor in the table, and the year-over-year aging graph just below the table.

ap-aging-selecting-vendor.gif

View prior-period information

If available, prior-period information can be accessed using the chevron shown to the left of the vendor name.

ap-aging-prior-period-expand.gif

Drill down to the data table

Using the drill-down icon on a specific row will take you to the Data Table dashboard, with a filtered view of that vendors full current-year AP subledger information.

ap-aging-drill-down.gif

 


Year-over-year aging graph

The year-over-year aging graph displays the changes over time for a given vendor, or for your client’s total accounts payable balances with each line on the graph representing the vendors open payables as-at one year-end.

Here you will see the % of the vendors balance within a given range, with the values on the left representing newer payables and values on the right representing older payables.

The graph displays the aging of the total accounts payable balances by default.

Select a specific vendor to see information for that vendor. Hover over a point on the graph to show the exact % of payable value that falls into the selected age range for the current and previous periods.

AP-year-over-year-aging-graph.gif


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