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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. You must import the AR and AP data into Fathom before adding it to reports.
π‘ Smart Tip: For companies from other source accounting systems, you can add external images and PDF files to Pro reports. This could bring AR/AP data into a Fathom report.
Aged AR and AP table
To add an aged receivables or aged payables table to a Fathom report,
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π 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. β
To add an Aged Receivables or Payables chart to a report,
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π‘Smart Tip: You can quickly generate an AR/AP report with both tables and charts by:
Adding an Aged Receivables or Aged Payables page layout to a report.
βCreating a report from the Aged Receivables and 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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