How_do_I_print_an_aging_report_2024.05_

How do I print an aging report?

An Aging Report shows outstanding balances grouped by how long they have been unpaid, such as 30, 60, 90, or more days overdue. Courts print the report to monitor delinquent accounts, prioritize collection efforts, and identify long-outstanding fines, fees, or restitution balances. It also helps support financial reconciliation, reporting, and collection management processes. 




Print the Aging Report to:

  • Age case balances

  • Locate cases that have gone undetected

Caselle master report definitions:

  • Aging report by case number [Caselle Master]

  • Aging report by name [Caselle Master]

What's new? 

  • In the 2025.02 release, the aging report has a new look and feel. 

  • We updated the Caselle Master report definition to include cases with a credit balance and include cases with an active warrant. (90404)


Watch a webinar

Learn how to print and use the aging report. 





Printing aging report by case number

1. Open Connect Court Management > Reports > Aging Report.

2. Select Aging Report - by Case Number [Caselle Master] as the report title. 

3. Click Print (CTRL+P).


Printing aging report by name

1. Open Connect Court Management > Reports > Aging Report.

2. Select Aging Report - by Name [Caselle Master] as the report title. 

3. Click Print (CTRL+P).


Changing my report options

Report dates

Select the report ending date. 

 

Include cases with a zero balance

Use Include Cases with a Zero Balance to print cases that do not have a positive or negative balance. An account with a zero balance is an account that does not have a positive or negative balance.

 

Include cases with a credit balance

Use Include Cases with a Credit Balance to print cases with an overpayment on the report. A credit balance occurs when an account is overpaid.

 

Include cases with an active warrant

An active warrant is a warrant that has not expired or been disposed. Use Include Cases with an Active Warrant to print cases that have warrants that have not been canceled or completed.

 

Aging method

The aging method is the variable the report will use to age amounts. Use Age Using Dispositions to age disposition and payment transactions. A disposition is the final settlement, the outcome or final judgment, of a case. A payment is compensation that is given in return for goods or services.               

Use Age Using Offenses to age offense transactions. An offense is a crime or punishable violation of law of any type or magnitude.

 

Age according to payment allocation (New)

Use the date the payment was allocated to age amounts. 

 

Aging days

Use aging days to set up the number of days in each aging period. For example, 30, 60, 90, 120, and 150.

 


 

 

    • Related Articles

    • Step 15. Print an Aging Report (2024)

      Are you deleting history? If you are planning on deleting history, complete Steps 15-18. If you're not deleting history, you're done with the Accounts Payable Year-end Checklist. [MP4] Print the Aging Report by invoice date to review unpaid balances. ...
    • How do I print an aging report?

      An Aging Report is a report that shows outstanding balances based on how long payments have been overdue. It groups unpaid amounts into aging periods, such as 30, 60, or 90+ days past due, making it easier to identify delinquent accounts and monitor ...
    • How do I print an aging report?

      An Aging Report provides a summary of outstanding business tax balances based on how long amounts have been due. Printing this report helps you review unpaid balances, identify overdue accounts, and track collection activity. You might print the ...
    • Step 17. Print a Pending Requisition Status Report (2024)

      Print a Requisition Status Report for pending requisitions for 12/31/YYYY. Do this... 1. Open Connect Accounts Payable > Reports > Requisition Status Report. 2. Use the Title box to select Requisition Status Report - Pending [Caselle Master]. 3. Use ...
    • GL Reconciliation Report

      Use the GL Reconciliation Report to verify invoice and check amounts that effect the General Ledger. Compare this report with the Unpaid Invoice report, Aging report in Accounts Payable, and the Accounts Payable Liability balance in the General ...