At the end of the year (or at other times), you may want to calculate total receivables (the total amount your customers owe you) and any invoiced payables.  Invoiced payables are the sum of any credits that you owe your customers at a given time.

In addition to invoiced payables, you'll probably have other payables (such as equipment, supplies, etc.) that you owed at the end of the period. AnyOrder doesn't track those.  That will come from your cash disbursement journal. You'll need to add those to invoiced payables to arrive at the total payable figure.  Total receivables and payables are used to prepare business balance statements and tax forms.

When preparing information for business balance statements, you'll want to run the Yearly Sales Function (which is accessed by selecting MAIN TASKS and YEARLY SALES).  This will provide you with total sales figures. At the same time total sales figures are generated, the program also looks for the end of the year Balance File which holds the information needed to calculate total receivables and payables.  When you are dealing with the current year, however, the most recent Balance File may not yet be available. (Balance Files for past years, however, will be available).

That's no problem.  You can readily get the receivable and payable figure by doing the following:

1) Go to the Billing Options Screen (accessed by selecting MAIN TASKS and BILLING STATEMENTS from the Menu Bar at top of the screen).

2) On the Billing Options Screen, click on: "Choose Starting and Ending Dates."  A dialog box will appear asking for the range of dates.  Enter the year's starting and ending dates.  For an example, let's say you operate on the calendar year, and you are preparing end of the year information for 2015.  In the dialog box, you would enter a Starting Date of 01/01/15 and an Ending Date of 12/31/15  (use 31/12/15 for the Day/Month/Year date system).

3) After entering the information, the Billing Statements Screen will appear with customer balances as of the end of the 2015.  Select TOOLS from the Menu Bar and TOTAL RECEIVABLE.  A dialog box will appear with the total receivable and payable figures for the end of the year.

Links to Information about Billing Statements:

Billing Options Screen

Balance Files

Balance File Screen  (Manually Update Balance Files)

Billing Statements Screen

Printing Billing Statements

Batch Printing Billing Statements

Exporting Billing Statement Data