Accounting & Bookkeeping

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A report that categorizes accounts receivable or payable by the length of time invoices have been outstanding, typically in 30-day buckets.

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An Aging Report (also called Aged Trial Balance or Aging Schedule) breaks down outstanding invoices into time periods: Current (0–30 days), 31–60 days, 61–90 days, and 90+ days. For Accounts Receivable, it helps identify slow-paying customers, estimate bad debt provision, and prioritize collection efforts. For Accounts Payable, it tracks payment obligations and helps manage cash flow. It's a critical tool for credit management, financial reporting, and working capital optimization. Most ERP and accounting software generates this report automatically.

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Customer XYZ Aging Report: Current (0–30 days): ₹1,50,000 | 31–60 days: ₹75,000 | 61–90 days: ₹30,000 | 90+ days: ₹15,000 | Total Outstanding: ₹2,70,000. The ₹15,000 in 90+ days triggers a collection call and bad debt review.

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How often should aging reports be reviewed?

Weekly for high-volume businesses, at minimum monthly. Many companies review the 90+ day bucket weekly and the full report at month-end close. Automated alerts for overdue invoices complement regular reviews.

How does the aging report help estimate bad debt?

The percentage-of-receivables method uses the aging report to apply increasing bad debt percentages to older buckets. For example: 1% for current, 5% for 31–60 days, 15% for 61–90 days, and 40% for 90+ days. This provides a more accurate allowance for doubtful accounts.

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