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Aged Receivables & Payables reporting in Fathom
For Xero and QuickBooks Online companies, you can add aged AR and AP data directly to a report in Fathom.
❗Notice: You must import the AR and AP data into Fathom before adding it to reports.
Aged AR and AP table
To add an aged receivables or aged payables table to a Fathom report,
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📝 Note: If the aged AR or AP report in Fathom does not match the aged AR or AP report in Xero or QuickBooks, please refer to this checklist before contacting support@fathomhq.com.
Aged AR and AP chart
An Aged Receivables or Payables chart allows you to visually show which period most receivables or payables fall into for the business.
To add an Aged Receivables or Payables chart to a report,
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💡Smart Tip: You can quickly generate an AR & AP report with both tables and charts from the Receivables & Payables report template.
Download an Aged AR and AP data to Excel
You can download an Aged Receivables or Payables table in a Fathom report to Excel. Charts cannot be downloaded to Excel.
To download the table to Excel:
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