Template · Aging · Opening soon

AR aging report template that stays up to date

Point it at your open invoices from Xero, QuickBooks or a spreadsheet. It works out how overdue each one is and totals what every customer owes by age, every time your invoices update.

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You bring

Open invoices60 rows

InvoiceCustomerAmount owedDue date

Mammoth does the work

You get

One table15 rows

What each customer owes, split into 1-30, 31-60, 61-90 and over 90 days overdue.

CustomerNot due yet1-30 days31-60 days61-90 daysOver 90 daysTotalOpen invoicesOldest (days)

Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
Your files, as they areUpload a file or connect a source. Your column names do not have to match.
Runs again by itselfWhen new data arrives, every step runs again and the result updates.

What you get back

The real result of this template, run on sample data.

AR aging: the resultSample data15 rows

185,608 in total55,807 over 90 days

Customer	Currency	Not due yet	1-30 days	31-60 days	61-90 days	Over 90 days	Total	Open invoices	Oldest (days)
Northwind Traders	GBP	8,586.01	0	0	0	17,878.41	26,464.42	4	160
Granite Labs	GBP	0	0	3,019.60	8,311.98	7,252.55	18,584.13	6	160
Kestrel Travel	GBP	0	8,855.90	0	6,755.12	2,048.55	17,659.57	3	120
Fjord Outdoor	GBP	0	0	0	6,892.78	8,595.67	15,488.45	2	160
Borealis Foods	GBP	7,884.95	0	0	7,049.60	0	14,934.55	4	70
Ironbark Builders	GBP	727.43	1,608.36	6,221.23	4,169.66	0	12,726.68	4	85
Harbour Coffee	GBP	0	2,652.82	0	5,564.24	3,481.37	11,698.43	3	120
Juniper Health	GBP	0	4,256.43	0	0	6,990.58	11,247.01	4	120

15 rows in the result · made from 60 input rows · first 8 shown. Sample data: illustrative figures, not business results.

What is an AR aging report?

An accounts receivable aging report lists what each customer owes, grouped by how long the invoices have been overdue (usually 1-30, 31-60, 61-90 and over 90 days), so collections can start with the oldest money.

How it works

How to use the AR aging template

1Bring your dataConnect a source, or upload a file.
2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.

See the exact columns and steps ›

What it needs

Open invoices: customer, amount still owed, due date

Open invoices

Invoice
Customer
Amount owedWhat is still owed, not the original total.
Due date
Currency(optional)

The steps it runs

1Match columns
2Keep invoices still owed
3Days overdue
4Total by customer and age

Every step is an ordinary Mammoth step you can open and change.

AR aging: questions

Can I change the buckets?

Yes. Type the days that end each bucket, for example 15, 30, 45, 60.

Does it update by itself?

Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.

Can I change the steps?

Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.

Do my column names have to match?

No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.