Supplier - Aged Supplier Balance Report


Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for individual business. With simple select options you can preview them on the fly before emailing or saving a copy. The reports will be generated which can be viewed in interactive way on a real-time basis.

Aged Supplier Report

The Aged Supplier Report will generate reports regarding the amount payable to your Supplier. The account payable arises when goods or service are purchased on credit. Surf Accounts provides a dynamic feature where you can generate the Aged Supplier Report on a periodical structure. The aging balance report will list each Supplier’s outstanding balance and will then sort the total amount into columns such as Current, 30 days past due, 60 days past due, 90 days past due 120 days past due and so on. The objective of the Report allows the user or the account manager to have a quick look on the entire outstanding invoices of the Suppliers.

Generating the Aged Supplier Balances Report

To generate the Aged Supplier Balance report select Reports» Suppliers» Aged Supplier Balances the following screen will appear.


To Date: To generate the aged Supplier report you can select the Date column to specify the period. For e.g. if you wish to generate the report on a particular date select the date by using the calendar. By keeping the date range blank it will generate the report till date. In the report the current date will appear as “Date Range”

Suppliers: To generate the aged Supplier report Supplier wise select the name of the Supplier by using the Supplier look up button. You can select multiple Suppliers in this report. To generate the Report of Aged Supplier of all the Suppliers leave the “Supplier” column blank.   


Advanced: Select the “Advanced” button to include or exclude the columns in the Aged Supplier Balance Report. 


You can select the "Date Range", "Type" "Doc No" and the "Bank" from the browse.

 If you wish to generate the report without selecting the date range or supplier leave the drop down box blank. Report will be generated till date. The following screen will appear if all the fields are left blank. 


Customization of the Aged Supplier Report

From the “Advanced Settings” user can include or exclude different columns to customise the report as per their requirement. This includes the “Account Manager”, “Un allocated”, “Supplier Code”, “Supplier name”, Current, Balance, and columns for outstanding period (for e.g. 30 days, 60 days, 90 days, 120 days, 150 days and 180 days). Select the column as per the business requirement so that Supplier Aged Balance can display the relevant information.


Browser View of the "Advance Settings". Select the columns to include or exclude in the report from “Advance Settings”. 

Sort the Report: You can sort the report by the “Supplier Code“,“Supplier’s Name” and the “Balance”.

Suppress by Zero: If the balance of the supplier is zero on the Statement date then the supplier's name will not displayed on the report by selecting "Suppress by Zero".  

Toolbar functionality of the Aged Supplier Balance Report:    
To Print, Save, Email the “Aged Supplier Balance Report” select the option from the Toolbar of the “Aged Supplier Balance Report”.  

The “Aged Supplier Balance Report” can be saved as a PDF file to the local machine. You can also download the report as *xls file by selecting the MS-Excel option.

By using the Toolbar of the “Aged Supplier Balance Report” browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report. 


Select the icons from the Aged Supplier Balance Report. 

Print the Aged Supplier Balance Report: To print the “Aged Supplier Balance Report”, select the Print icon from the toolbar of the reporting browse. A preview will be generated along with a “Print” icon the following screen will appear.


Supplier Aged Balance Report in MS Excel format Saved in to local machine. 

Save: To save the Aged Supplier Balance Report choose the “Save” option from the toolbar and the report will be download to your local machine in PDF format.


Save the Supplier Aged Balance Report as PDF to your local machine.

Email: To send the Aged Supplier Balance Reports through email select the “Email” option from the toolbar. A pop up will be generated.

To: Enter the email address of the recipient.

CC/BCC: Enter the email address if you wish to send a copy of the report.

Subject:Enter the subject line of the mail dial up box.

Attachment: Select the attachment to download the report. 


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