Overview
The Aging tab gives finance teams a real-time view of unpaid invoices grouped by how overdue they are, alongside a breakdown by vendor. You can click directly on any period or vendor to filter the invoice table instantly, and take bulk actions such as marking invoices as paid or creating payment batches without leaving the page.
Prerequisites
Make sure your admin has granted you the Invoices: Aging privilege. Without it, the Aging tab won't be available under Pay → Invoices in Standard mode.
Your admin can check or update this by navigating to General Settings → Configurations → Manage Privileges.
How to access
Go to Pay → Invoices and click the Aging tab.
What you will see
Amount due by period
A bar chart showing total unpaid invoice amounts grouped into five buckets: Overdue, 0-7 days, 7-14 days, 14-30 days, and 30+ days. The Total due amount is displayed at the top right. Click on any bar to filter the invoice table to that period.
Amount due by vendor
A list of the top 10 vendors by total unpaid amount, showing invoice count and total amount per vendor. Click on any vendor to filter the invoice table to that vendor's invoices.
Invoice table
Shows all unpaid invoices with columns: Invoice #, Supplier Invoice #, PO #, Supplier name, Business unit, Amount, Invoice date, Due date, and Status.
How to filter invoices
Using the widgets
Click any bar in Amount due by period to filter by that time bucket. A label appears above the table confirming the applied filter. Click any vendor in Amount due by vendor to filter by that vendor. Both filters can be applied at the same time. Click Clear next to either widget or next to the Filters button to remove filters.
Using the Filters panel
Click Filters at the top right of the invoice table to open the filter panel. Available filters: Invoice date, Due date range, Invoice #, Supplier invoice #, Order #, Supplier, Department, and Status. Click Apply filters to update the table, Reset to clear, or Save filters to save the configuration for future use.
How to take bulk actions
1. Select one or more invoices using the checkboxes on the left of each row.
2. Click the Bulk action drop-down that appears above the table.
3. Choose from Mark as paid to mark selected invoices as paid, or Create payment batch to create a payment batch from the selected invoices.
FAQ
Q: Where is the Aging tab in ProcureDesk?
Go to Pay → Invoices and click the Aging tab. It sits alongside the Invoices, Import invoices, and Duplicates tabs.
Q: What does "Amount due by period" show?
It shows your total unpaid invoice amounts grouped into five time buckets: Overdue, 0-7 days, 7-14 days, 14-30 days, and 30+ days. Click any bar to filter the invoice table to that period.
Q: What does "Amount due by vendor" show?
It shows your top 10 vendors by total unpaid invoice amount, with the number of invoices and total amount for each. Click any vendor to filter the invoice table to that vendor's invoices.
Q: Can I filter by both a time period and a vendor at the same time?
Yes. Click a bar in Amount due by period and then click a vendor in Amount due by vendor. Both filters apply simultaneously to the invoice table.
Q: How do I mark invoices as paid from the Aging tab?
Select the invoices using the checkboxes, click Bulk action, and select Mark as paid. You can do this without navigating away from the Aging tab.
Q: How do I create a payment batch from the Aging tab?
Select the invoices using the checkboxes, click Bulk action, and select Create payment batch. You can do this without navigating away from the Aging tab.
Q: How do I clear the filters applied from the widgets?
Click Clear next to the Filters button above the invoice table, or click Clear at the top right of the Amount due by vendor widget. This resets the table to show all invoices.
Q: Can I save my filter configuration for future use?
Yes. Open the Filters panel, set your filters, and click Save filters to save the configuration.