Insert Client Aged Balances

Go to: Main menu > Maintenance module > Maintenance menu > Database Maintenance > Setup Datafiles > Enter daily password > New Datafile Routines > Insert Client Aged Balances.

This procedure is for adding an aged analysis of clients to a new datafile or for adjusting the aging of existing clients.

Enter the date the analysis will apply.

The following prompt will be displayed.

Select Yes to retain any existing clients balances.

If you select No, all balances for all clients will be zeroed.

Select the fields you wish to edit: 3 Mth, 2 Mth, 1 Mth or Current.

Enter or correct the existing balances.

If you wish to delete any clients, click Allow Deletes. The following prompt will appear and the other buttons will become active.

Once you have entered your information, click Save to save the information and close the window.

Another prompt will ask if you are sure you want to save. Click Yes to confirm.