Accounts Receivable · Included in Twinn Reports
AR Aging by Job for Sage 100 Contractor
Open receivables aged into Current / 1-30 / 31-60 / 61-90 / Over 90, by job and optionally by phase, as invoices or job totals.
It runs in your browser against your live Sage 100 Contractor data, through the Twinn service on your own network, and exports to Excel, PDF or CSV.
Ask Twinn · Early access
Or just ask for it.
Ask Twinn, the assistant inside Twinn, runs this same report to answer questions in plain English. It tells you which report it ran, with which criteria, as of when, so the answer always matches the report.
How Ask Twinn worksWhat’s in the report
Every column, and what it means.
- Client
- Client number of the job.
- Client Name
- Client name.
- Job
- Job number the invoice was billed on.
- Job Name
- Job name.
- Phase
- Phase number of the invoice (0 = no phase). Blank on Totals per job.
- Phase Name
- Phase description, or '(no phase)'.
- Record#
- Sage's internal invoice record number. Blank on job totals.
- Invoice#
- Invoice number. Blank on job totals.
- Invoice Date
- Invoice date. Blank on job totals.
- Due Date
- Due date. Blank on job totals.
- Status
- Open, Review or Dispute. Blank on job totals.
- Days
- Days past due on the as-of date (zero or negative = not yet due). On job totals: the oldest invoice's days.
- Invoices
- Number of open invoices on the row (1 per invoice row).
- Invoice Total
- Original invoice amount, retention and sales tax included.
- Balance
- What the client still owes, retention included.
- Retention
- Retention still held. Not aged.
- Current
- Net due that isn't past due yet.
- 1-30
- Net due 1 to 30 days past due.
- 31-60
- Net due 31 to 60 days past due.
- 61-90
- Net due 61 to 90 days past due.
- Over 90
- Net due more than 90 days past due.
- __s1
- Sort key: client name.
- __s2
- Sort key: client number.
- __s3
- Sort key: job number.
- __s4
- Sort key: phase number.
- __s5
- Sort key: invoice date.
- __s6
- Sort key: invoice record number.
Criteria you can set
Pick these before you run it. Twinn remembers your last run.
- Age as of
- Age by
- Show
- Client
- Job
- Phase#
- Job type
- Department
How it’s calculated
The same notes Twinn shows beside the report, so anyone reading it knows what the numbers include.
- Same rules as AR Invoice Aging, so the grand totals are the same for the same as-of date and criteria.
- Group by Job, then phase to subtotal each phase of a job (invoices without a phase show as '(no phase)').
- Show = Totals per job (or per job and phase) gives one line per job (or job and phase); pick Group by = Client for client subtotals.
- Balances are current balances. The as-of date only sets the age.
More Accounts Receivable reports
AR Invoice Aging
Open receivables by client and job, aged into Current / 1-30 / 31-60 / 61-90 / Over 90 days.
AR Collection Call Sheet
Past-due receivables by client and job, with the client's contact and phone, the invoice detail and the job notes, for collection calls.
AR Invoice List
Receivable invoices with total, sales tax, paid, retention and balance, and each invoice's receipts (date and check number).
Client Statement
Statement of account per client: every open contract and service invoice, with aging totals per client.
Retention Receivable and Payable by Job
Per job: retention still held by the client on open AR invoices, retention we still hold on open AP (subcontractor) invoices, and the net.
Taxable and Non-taxable Billings by Tax District
AR billings for a period split into taxable, non-taxable and sales tax, by tax district, job city or the job's User Def1 (municipality).
See your own WIP in Twinn
Book a demo and we’ll set Twinn up on a test copy of your Sage 100 Contractor company, then walk you through your own WIP and over/under billings, and this report.
Book a demo