Aged accounts receivables

The Aged accounts receivables list communicates aging period balances on a per-student basis within a defined date range.

The Aged accounts receivables list provides Billing clerks with tools to troubleshoot and reconcile potential inconsistencies between Blackbaud Billing Management and their general ledger (such as Blackbaud Financial Edge NXT) and fully support annual audits.

Note: The aging periods that appear in the Aged accounts receivables list, and the dates driving the aging period calculations, are configured in the Billing settings under Aging calculations.

To access the list, navigate to Billing management, Reporting, and select Aged accounts receivables.

Show aged accounts receivables based on date range

You can calculate past-due balances for students based on a specific date range.

  1. Select Calculate balances.

  2. Under Calculate as of, select the end date in the range. The begin date is automatically set to when your school began using Blackbaud Billing Management.

    Note: Changes to the Calculate as of date are saved and will appear the next time you, or any Billing clerk, visit the Aged accounts receivables list.

  3. Select Calculate.

The Aged accounts receivables list updates to show past-due balances for each student as of the date defined. This includes students with no outstanding balances, who are reported as for each applicable aging period.

Export list results

Billing clerks with the correct permissions can export the records in the list. Exported lists are formatted as either comma-separated value (.csv) files compatible with third-party software like Microsoft Excel or as a PDF.

Export the list to a CSV file

  1. Use the Columns (Columns icon) menu to select the columns you want to include in your exported file.

  2. Rearrange the column headers as needed. Their order is maintained in the exported list.

  3. Select Export, and then select Export as CSV.

  4. Save the file when prompted and open it in your desired spreadsheet editor.

Export the list to a PDF file

  1. Select Export, and then select Export as PDF.