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The Aged Analysis screen is used to print a list of aged accounts.
Use the Date field to enter the date to print the aged balances up to. The default will be today's date.
Click the 
or 
icons to view the previous/next month.
Use the Sort Order drop down list, select the order in which you would like information to be displayed.
If the Service is part of a group of services, and if you have the correct level of access, you can choose to include details for your Group, Area, Region, or Subgroup using the View By drop down list.
Use the Include drop down list, to restrict which accounts are printed on the report. For example, Owes $50+ will select only those accounts with a balance of more than $50.
Use the Print Mode drop down list to select the periods to view on the report. For example, if invoicing is done every week, you may wish to view outstanding amounts in 7 day periods.
Use the Options radio buttons, to choose what information to include in the report, select or deselect the applicable radio buttons as required.
Options are:
Current Enrolments - check this radio button to include details of accounts for children who are currently enrolled at your service.
Children Who've Left check this radio button to include those accounts where children have left your service. L will be displayed in the Type field for accounts that match this criterion.
Open Accounts - check this box to include information relating to those accounts that are "open".
Closed Accounts - check this box to include information relating to those accounts that have been "closed". C will be displayed in the Type field for accounts that match this criterion.
Equity Funding - check this radio button to highlight those accounts that are using Equity Funding. F will be displayed in the Type field for accounts that match this criteria.
Ezypay - check this radio button to highlight those accounts that are debited using Ezypay. Z will be displayed in the Type field for accounts that match this criterion.
Handled by Debt Collector - check this radio button to highlight those accounts that are being handled by a debt collector. D will be displayed in the Type field for accounts that match this criterion.
On ELP - check this radio button to highlight accounts that are on ELP (Early Learning Programme). E will be displayed in the Type field for accounts that match this criterion.
On MSD - check this radio button to highlight those accounts that are On MSD. X will be displayed in the Type field for accounts that match this criterion.
On Payment Plan - check this radio button to highlight those accounts that are on a Payment Plan. P will be displayed in the Type field for accounts that match this criterion.
On WINZ - check this radio button to highlight those accounts that are On WINZ. W will be displayed in the Type field for accounts that match this criterion.
Payments via Debit Company - check this box to highlight those accounts where payment is via a debit company.
Y will be displayed in the Type field for accounts that match this criterion.
Staff Child - check this radio button to highlight Staff Children. S will be displayed in the Type field for accounts that match this criterion.
Targeted Funding - check this radio button to highlight children who are using Targeted Funding. T will be displayed in the Type field for accounts that match this criterion.
All Others - check this radio button to include details of all accounts not covered by WINZ, Payment Plan etc.
Once the required options have been selected, click the Apply button to apply the selected criteria to the report.
To create a .csv file of this report click the 
Create File icon. A file will be created and be visible on the screen, right click the file name to download it to your computer.
To delete the CSV file, click the 
Delete File icon.
Click the Print button to display the report to your screen.
Account names will be displayed on the report as a link the transactions which relate to this report can be viewed by clicking the link.
Select the Print to Printer button to print a hard copy of this report.
For further information or assistance call
0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz
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