How to
- Open Analysis → Memo Ageing.
- Under Show, choose Memos we sent (out) or Memos we received (in).
- Narrow it with Party, Department and Branch, and set Age buckets (days) — 30,60,90 by default. Tick Overdue only to see only lines past their return date. Press Apply filters.
- Look at Past return date first — those stones should be back or sold. Click a bucket card to see only its lines.
- The party table shows each party’s value out, Credit limit (OVER in red when they are above it), Oldest and Overdue. Export Excel downloads the lines.
Good to know
- Value out on memo is what is still out, at the memo rate, in your main currency.
- Memo Ageing comes with the Growth and Enterprise plans.
- Enter a Credit limit on the party (Parties), so this report shows when they go over it.
Related
- Sending stones on memo — and getting them back or sold
- Stones a supplier sends you on memo (Memo In)
- Clients: your best buyers and who is slow to pay
Still stuck? WhatsApp or call us on +91 97262 88072, or use Help & support inside Avirat — we’ll see the screen you’re on.