January 24, 2019
Managing accounts receivables efficiently is crucial for any business. One of the key reports that help in tracking outstanding invoices is the ageing report. Tally.ERP9 provides ageing reports based on customers and salespersons, allowing businesses to analyze overdue payments effectively. In this blog we will delve into how to get Customer Ageing by Salesperson.
Ageing reports reviews information about customer’s balance. These reports can generate both detail and summary information about your customer’s current and past due invoices.
Accounts Receivables comes with the option to see on-account credits, and on-account and cash amounts and provides the following ageing reports:
- Ageing – By Customer
- Ageing – By Salesperson
Salesperson wise Ageing report by EasyReports
Here we will discuss only about, ageing by Salesperson:
The customer master includes the salesperson. As discussed in the How to Track Sales Team’s Performance in Tally.ERP9 blog, users must assign the salesperson in the customer master through a TDL customization, where they select cost centers created under the specific cost category.
Tracking customer ageing by salesperson in Tally.ERP9 helps businesses monitor outstanding invoices and improve cash flow. While Tally does not have a built-in feature for salesperson-wise ageing reports, EasyReports provides a seamless solution to generate detailed insights.
To understand how to get customer ageing by salesperson in Tally.ERP9, log on to our website www.easyreports.in or give us a call (+91 99039 79297) for advisory service.