The NACM Export is found at Accounting / Transfers / Export. This creates a text file which National Association of Credit Management (NACM) members can submit to report customer aged balances to banks or other entities.
The Output File Path determines where the file will be saved. Choose Select to tag certain Customers or Cust Class to choose the applicable Customer Classification(s).
Columns
Columns in the file created include:
| Column | Where to Find Information/Additional Details |
|
Customer's Profile tab |
|
Date Opened (MM/YY) from Customer's Credit tab |
|
System date when the file was created |
|
Most recent Invoice date (MM/YY) |
|
Total Regular - (Unapplied Cash + Prepay) Customer's Monthly Balances tab |
|
Open Invoices 0 or fewer days due less (UAC + Prepay) |
|
Open Invoices 1-30 days past due |
|
Open Invoices 31-60 days past due |
|
Open Invoices 61-90 days past due |
|
Open Invoices 91 or more days past due |
Columns M-Q above can be seen on the Customer Balances report (Accounting Reports / Accounts Receivable / A/R Status) with the Aged Balances 120 Day Style selected:
