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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

Take a look at how your collection state evolved with the Aging balance widget, highlighting where you were at different points in time. Learn how your strategy impacted your collection over different periods and adjust it accordingly. Each bar represents the amounts you were due at the end of each period (including disputed invoices), broken down into aging buckets (due, overdue for less than 30 days, 30 to 60 days, 60 to 90 days, more than 90 days). As well as unapplied amounts (learn more on their impact here). Hover your mouse over the period you are interested in to display the breakdown. Note the amounts are always shown in your organization default currency. There is no breakdown by currencies today.

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Aging balance calculation

  • For each period, the amounts are calculated for the end of the period, i.e. the end of the last day.
  • For an ongoing/current period, it is calculated as of now (today).
  • Future issued invoices are excluded from all analytics.
  • When you apply filters to your Analytics report/dashboard, it will be calculated accordingly. The last period will correspond to the end date of the filter, which could be in the past. This is the best way to obtain the aging balance as of a date in the past.

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Use the aging balance widget

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Main dashboard

From your Upflow main dashboard, you will see a direct view of your aging balance, per bracket. Click one to be redirected to the filtered invoices for more details, and export them if needed. To this view, you can filter further or rearrange the columns and save it!

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Analytics view

Filter your data from the dashboard’s filter button to focus on your interest (Date range, Country, Assigned users, Workflows, Custom fields…). Hover your mouse over the widget to display the actions menu allowing you to export the widget’s (filtered) data.
ActionScreenshot
Display from absolute numbers to relative values.Toggle between absolute and relative values on the aging balance widget
Break down the data per customer/invoice fields.Breakdown selector on the aging balance widget
Remove one of the buckets by clicking its name in the legend.Aging balance legend with a bucket toggled off
Move the widget around, expand or reduce its size.Drag handle on the aging balance widget Resize handle on the aging balance widget
Remove, duplicate, export the widget, or copy the link to share it with a teammate.Actions menu on the aging balance widget

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FAQ/Good to know

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When clicking the aging bucket, the total of invoices doesn’t match the bucket’s amount.

When applied Credit Notes have an issue date in the future, they will impact the Aging balance calculation. This widget logic excludes applied transactions (payments, credit notes, refunds) with an issue date in the future. On the other hand, pre-computed invoice fields (status, aging bucket…) used by the list view take into account those future transactions.