ANS-1729 · FINANCIAL REPORTING
How to View Transaction Details with Aging Buckets in NetSuite AR Reports?
Accessing the AR Aging Detail report provides a comprehensive view of outstanding receivables, including individual transaction numbers and their respective aging categories.
Short answer
To view transaction details alongside aging buckets in NetSuite, utilize the standard AR Aging Detail report. This report inherently includes transaction numbers and categorizes outstanding balances into 30, 60, and 90-day aging buckets, offering a direct and comprehensive overview of accounts receivable without requiring custom modifications.
Scenario
Users often need to analyze accounts receivable by individual transaction to understand which specific invoices contribute to outstanding balances across different aging periods. The challenge is to efficiently obtain a report that combines transaction numbers with the standard 30, 60, and 90-day aging buckets.
Solution
To obtain a report that displays transaction numbers alongside 30, 60, and 90-day aging buckets, users should utilize the NetSuite AR Aging Detail report. This report is designed to inherently provide transaction-level details, making it the most direct method for reviewing aged receivables with specific transaction information.
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