--- title: ACCOUNTS RECEIVABLE - Reports description: Accessing and generating Accounts Receivable reports for Print / Preview / Email --- [Skip to content](https://cs.geminilogic.com/en/manual/accounts-receivable-reports#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. 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[Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) # ACCOUNTS RECEIVABLE - Reports ## Accessing and generating Accounts Receivable reports for Print / Preview / Email ### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-12-39-46-AM.png?width=50&height=47&name=image-png-Sep-01-2022-06-12-39-46-AM.png) - **Access**  - **Accounts Receivable List**        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-19-50-42-AM.png?width=640&height=264&name=image-png-Sep-01-2022-06-19-50-42-AM.png) - - - select or multi-select the Customer Accounts(s) from the filtered or unfiltered list (see [Filters](https://cs.geminilogic.com/en/manual/accounts-receivable-accounts-receivable-list?hsLang=en)) - select ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-20-04-06-AM.png?width=37&name=image-png-Sep-01-2022-06-20-04-06-AM.png) **Print Selected** or **Print All** for the reports list - **Accounts Receivable Open Items**          ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-12-49-41-7743-PM.png)   - - - select or multi-select the Customer Accounts(s) from the filtered or unfiltered list (see [Filters](https://cs.geminilogic.com/en/manual/accounts-receivable-accounts-receivable-list?hsLang=en)) - select ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-20-30-17-AM.png?width=37&name=image-png-Sep-01-2022-06-20-30-17-AM.png) **Print Selected** or **Print All** for the reports list - **Accounts Receivable Reports Tab**         **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-21-47-68-AM.png?width=556&height=260&name=image-png-Sep-01-2022-06-21-47-68-AM.png)** - - - select **Report Template** (category) - **Accounts Receivable** - Aged Accounts Receivable List / Customer Statement / Historical Accounts Receivable List - **Accounts Receivable Ledger** - Customer Payments List / Customer Transaction Activity - enter relevant criteria to the right - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-31-2022-06-49-23-17-PM.png?width=22&height=20&name=image-png-Aug-31-2022-06-49-23-17-PM.png) **Print** to select from the list of reports in the chosen Template category **Generating Reports / Forms** - from the Spire Reports list, ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) select the report(s) you wish to run - highlight the report to check the description below to see if it's what you expect![ARReportsList](https://cs.geminilogic.com/hs-fs/hubfs/ARReportsList.png?width=459&height=392&name=ARReportsList.png) - select the run method:        - - - **Print**  - accept or change the **Printer** - accept or change the **Paper Source** - printer format permitting, select from **Duplex** options - accept or change the number of **Copies** - option to **Save Defaults** so same settings will be used next time this report is selected for printing - - - **Email** - **Setup** - Establish [Company Settings](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en) - Establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en) - select from **Email** drop-down                              ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-20-36-9574-PM.png?width=157&height=92&name=image-png-Dec-16-2022-07-20-36-9574-PM.png) - - - - - **Email Batch** – if the email is for multiple Accounts Receivable Accounts and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-21-24-4919-PM.png) **Email** module \> **Batches** tab                            ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-20-45-9046-PM.png?width=573&height=204&name=image-png-Dec-16-2022-07-20-45-9046-PM.png) - - - - - - open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once - access them as individual emails in the **Messages** tab                           ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-26-55-9808-PM.png?width=583&height=237&name=image-png-Jun-04-2023-01-26-55-9808-PM.png) - - - - - **Email Message** – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the **Email** module \> **Messages** tab![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-21-13-5639-PM.png) - - - - \*\*Note – Emails can be re-sent   - - - - **Recipients** - - - - - click into the **To** box to select one or more from a list of detected email addresses - if you select ‘Customer – Accounting’, this report will be emailed to each selected Customer with a Contact assigned the ‘Accounting’ **Type** (manage **Types** in Edit \> Company Settings \> Company \> Contact Types tab)                                         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-29-14-8796-PM.png?width=481&height=438&name=image-png-Jun-04-2023-01-29-14-8796-PM.png) - - - - - - alternatively, just type email address(es) in the **To** box (separate additional email addresses with ‘;’) - accept or change the **CC** and **BCC** recipient(s) default as set in User / Company settings - **Attachments** box displays all reports being sent - select from available email addresses for the **From** and **Reply-To** fields - enter the message in the bottom box - - - - - option to **Select** **Template** or setup a new one - Template setup - Edit \> Email templates                                                      ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-01-31-25-6293-PM.png?width=158&height=277&name=image-png-Jun-04-2023-01-31-25-6293-PM.png) - - - - - - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-29-40-28-AM.png?width=17&name=image-png-Sep-01-2022-06-29-40-28-AM.png) New** template                                                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-23-50-0095-PM.png?width=452&height=412&name=image-png-Dec-16-2022-07-23-50-0095-PM.png) - - - - - - - enter **Template Name** - enter **Subject** for the email - enter the email message in the **Body** section, in the **Rich Text** tab if you want to use formatting (bullets, etc) or the **Raw HTML** tab if you want to add special formatting or insert an image, or the **Plain Text** tab if you want to avoid any formatting - option to ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-24-22-5245-PM.png) Insert Param merge field(s) into the subject or message body (in this example we’ve inserted User First Name and User Last Name) - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-05-2023-08-20-34-6222-AM.png)  **Shared Template** (other Users can use it) or ![](https://cs.geminilogic.com/hubfs/image-png-Jun-05-2023-08-20-39-2087-AM.png) **Personal Template** - - - - - - if not using a template, then manually enter the **Subject** and **Message,** selecting either **Rich Text, Raw HTML,** or **Plain Text** tab - accept or change the **From** email address - - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-25-35-9413-PM.png) Attach File** of any type - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-25-40-3254-PM.png) Insert Param** merge field( s) available for the records selected                                                   ![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-26-09-2623-PM.png) - - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-16-2022-07-25-44-8989-PM.png) Open Related** to open the record (AR Account-if only one was selected) this email was generated from - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-01-32-30-9625-PM.png) Send** the email or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-25-54-8952-PM.png?width=25&height=25&name=image-png-Dec-16-2022-07-25-54-8952-PM.png) **Save / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-25-59-5326-PM.png?width=25&height=25&name=image-png-Dec-16-2022-07-25-59-5326-PM.png) Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-26-04-0988-PM.png?width=30&height=21&name=image-png-Dec-16-2022-07-26-04-0988-PM.png) **Email** module - **Preview** - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:![ARReportPreview](https://cs.geminilogic.com/hs-fs/hubfs/ARReportPreview.png?width=523&height=285&name=ARReportPreview.png) - use Ctrl + scroll to zoom in or out - - - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-06-33-39-69-AM.png) Print** the report currently in the viewer window - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-01-2022-06-33-42-36-AM.png) Print All** reports if multiple reports were chosen (shown by multiple tabs) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-33-52-10-AM.png?width=20&name=image-png-Sep-01-2022-06-33-52-10-AM.png) Export![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png)** - select the **Format** - select the **Destination** - **Application** will open the program on your computer that is associated with the **Format** you chose - **Disk file** will prompt you to save the Report in the **Format** you chose - **Exchange Folder** allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook - click OK - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-34-15-00-AM.png?width=25&name=image-png-Sep-01-2022-06-34-15-00-AM.png) Find** to search text of the document / report - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-16-2022-07-27-07-3779-PM.png?width=334&height=21&name=image-png-Dec-16-2022-07-27-07-3779-PM.png)  navigate through pages of the displayed report, alternatively to scrolling down - **Security** on Reports / Forms can be established at Company Level, User Level, or Server Level: - - **Company Level** - Edit \> Company Settings \> Reports         ![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=557&height=234&name=CompanySettingsReportsSecurity-1.png) - - - **Disable Security** gives full access to all users for all reports to **Preview** / **Print** / **Export** / **Email** unless Security is Enables in User Settings (described below) - - - **Enable Security** gives ability to select which reports can be accessed for all Users to **Preview** / **Print** / **Export** / **Email** - **User Level** - Edit \> User Settings \> Reports        ![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=533&height=224&name=UserSettingsReportReportSecurity.png) - - - **Company Default** applies Security settings from Company Settings (described above) - - - **Disable Security** gives full access to this user for all reports to **Preview** / **Print** / **Export** / **Email** - **Enable Security** gives access to security settings for each report listed, to **Preview** / **Print** / **Export** / **Email** - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-38-10-86-AM.png?width=14&name=image-png-Sep-01-2022-06-38-10-86-AM.png) Use Defaults** establishes settings same as Company settings, with the ability to make changes - **Server Level** - Tools \> Server Administration    ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-37-47-27-AM.png?width=344&height=341&name=image-png-Sep-01-2022-06-37-47-27-AM.png) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-38-21-28-AM.png?width=17&name=image-png-Sep-01-2022-06-38-21-28-AM.png) select a report in the list - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-38-44-36-AM.png?width=12&name=image-png-Sep-01-2022-06-38-44-36-AM.png) delete or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-01-2022-06-38-53-59-AM.png?width=9&name=image-png-Sep-01-2022-06-38-53-59-AM.png) disable   **Available Accounts Receivable Reports** | ***Report Name*** | ***Location*** | | --- | --- | | *Accounts Receivable Aging* | Accounts List / Accounts List Reports Tab | | *Accounts Receivable List by Due Date* | Accounts Payable List / Accounts Payable Reports Tab | | *AR Open Items List* | Accounts List Open Items Tab | | *AR Payment Receipt* | Batch Payment | | *Cheque Deposit List* | Batch Payment \> Bank Deposit Slip | | *Communication List* | Account Details \> Communications Tab | | *Customer Activity* | Accounts Receivable Reports tab \> Accounts Receivable Ledger | | *Customer Payments List* | Accounts List | | *Customer Statement* | Accounts List / Account \> Reports Tab / Account Details | | *Customer Statement by Due Date* | Accounts List / Account \> Reports Tab / Account Details | | *Historical Accounts Receivable* | Accounts List \> Reports tab | | *Invoice Posted* | Account Details | | *Payment on Account Receipt* | Account Payment / Payment Batch | | *Pending Receipts* | AR Payment Batch unposted | - 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[Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - 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