Am an accountant in one of the petrol stations. I humbly request for someone to let me know on how to prepare the following reports;
1. Overdue Reports
2. Reports showing the tracking of organizations/customers taking fuel on credit by making sure daily deliveries posted match pending deliveries in the system
3. Any other reports that I should prepare which that maybe of help to the management for decision making
Hi Ekoel Mark ,
Thanks for your detailed post—and kudos for aiming to build strong reporting to support your station's management decisions!
Here are a few suggestions based on Sage 50 Canada's capabilities:
To track unpaid customer invoices by aging bracket (e.g., 30, 60, 90+ days), you’ll want to use the Customer Aged Overdue Invoices report. This report is ideal for managing receivables and credit control.
How to generate Customer Aged and Overdue Sales Invoices Reports How to generate an aged report for more than 90 daysFor this type of report, you may need to reconcile daily delivery postings against open (unpaid) invoices or customer balances. Depending on how you enter these deliveries, it may be helpful to:
Use Sales Orders or Invoices to track credit-based fuel deliveries.
Use Customer Statements to show what’s been billed vs. paid: How to print or e-mail a customer statement
To support better decision-making, consider generating:
Accounts Receivable Aged Summary – to monitor collection cycles.
Trial Balance and Balance Sheet – to spot data inconsistencies and stay GAAP-compliant.
Sales Reports by Customer/Product – to analyze trends and credit risk.
️ If your aging report doesn’t match the balance sheet, see: Discrepancy between the Balance Sheet/Trial Balance and an Aging Report
If you have further questions or would like help setting up a specific report, feel free to reply with more detail—we’re happy to help!
If this helps, please mark it as verified :)
And fellow community members—do share any custom reporting tips you've used in similar industries!
Best regards,
Erzsi
Hi Ekoel Mark ,
Thanks for your detailed post—and kudos for aiming to build strong reporting to support your station's management decisions!
Here are a few suggestions based on Sage 50 Canada's capabilities:
To track unpaid customer invoices by aging bracket (e.g., 30, 60, 90+ days), you’ll want to use the Customer Aged Overdue Invoices report. This report is ideal for managing receivables and credit control.
How to generate Customer Aged and Overdue Sales Invoices Reports How to generate an aged report for more than 90 daysFor this type of report, you may need to reconcile daily delivery postings against open (unpaid) invoices or customer balances. Depending on how you enter these deliveries, it may be helpful to:
Use Sales Orders or Invoices to track credit-based fuel deliveries.
Use Customer Statements to show what’s been billed vs. paid: How to print or e-mail a customer statement
To support better decision-making, consider generating:
Accounts Receivable Aged Summary – to monitor collection cycles.
Trial Balance and Balance Sheet – to spot data inconsistencies and stay GAAP-compliant.
Sales Reports by Customer/Product – to analyze trends and credit risk.
️ If your aging report doesn’t match the balance sheet, see: Discrepancy between the Balance Sheet/Trial Balance and an Aging Report
If you have further questions or would like help setting up a specific report, feel free to reply with more detail—we’re happy to help!
If this helps, please mark it as verified :)
And fellow community members—do share any custom reporting tips you've used in similar industries!
Best regards,
Erzsi
