Aging report

Generate and download an Excel workbook with trade receivables and payables aging for the company, financial year, and period selected in the top bar.

Prerequisites

• Voucher data imported (Aging vouchers or Tally import with Import Data for Aging enabled)
• Calculate run on Trade receivables and Trade payables for the current period
• Company, FY, and period set in the company bar

Steps

Step 1: Review report scope

1. Go to Aging → Aging Report.
2. Confirm Company, Financial year, Period, and Entity type on the left card match your intent.

Step 2: Update aging data (if needed)

1. Open Trade Receivables, Trade Payables, or Aging Vouchers from the quick links if balances are stale.
2. Run Calculate on receivables and payables grids before generating.

Step 3: Generate Excel

1. Click Generate Aging Report on the right card.
2. Stay on the page until the download starts (generation may take up to a minute while balance sheet data is prepared).
3. Open the workbook: Summary sheet plus Trade Receivables and Trade Payables detail sheets when data exists.

Template format

The Excel template depends on entity type (company vs other). The summary sheet lists company name, status, period, and FY end date.

Related links

• Aging vouchers
• Trade receivables
• Trade payables
• Import from Tally
• Balance sheet

Troubleshooting

Symptom	Likely cause	Resolution
Error on generate	Balance sheet prep failed	Check service connection; retry after Calculate on aging grids
Empty detail sheets	No rows for period	Import vouchers; verify FY and period in company bar
Download stalls	Large dataset	Wait up to 2 minutes; do not navigate away during generation
Prior-year balances wrong	Missing prior FY vouchers	Import previous year data for multi-year outstanding items

See also Common issues.

Need more help? Contact support@finautoindia.com. Do not share API keys or PAN in email.