Aging Reports

We are excited to announce two new reports in CRO Billing: the Aging Summary Report and the Aging Detail Report. These reports allow you to track your customers, invoices, and aging data all in one place. Each report will enable you to access the customer and invoice details from the linked items in the reports.

Billing Reports New Aging Reports

Aging Summary Report

Aging Detail Report

We have also revamped our invoice view to consolidate customer information and invoice details for a more organized layout.

Here are some highlights of the new reports, which you can also see covered in the video:

• Quick access to invoice and customer details from each aging report table.

• Filtering controls allow you to focus on what data is important to you.

• Easy editing of the Due Date on a Draft Invoice header provides different aging scenarios for any customer.

  

• Easy to read invoice headers.

These reports will help you track and manage aging to understand the status of all your customers and invoices.

Empty Cache/Hard Reload

You may need to do an Empty Cache/Hard Reload to see this update.

Here are the instructions if you need them:

1. While logged into CRO, Right-click on any part of your screen.

2. LEFT click on Inspect at the bottom of the pop-up.

   

   
   

3. RIGHT click on the refresh button of your browser (the circular arrow at the top left next to the address bar)

   

   
   

4. LEFT click on Empty Cache and Hard Reload at the bottom of the menu.

   

   
   

5. Close the window on the right side of the screen (there's an X at the top right).

   

You'll want to do this with every computer using CRO as it is browser-specific.

If you have any feedback or questions, the CRO Support team will gladly help; we're just an email or a phone call away!