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How do I view an Age Analysis in Bookem?

To view an age analysis of outstanding payments, follow these steps:

  1. Go to Accounts - Invoices.

  2. In the top right corner, select Age Analysis.

  3. Clicking on an outstanding amount will open the client's account information in their Client profile, where you can view their outstanding invoices.

  4. You can also download the age analysis to Excel.