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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can export NetSuite AR Aging report to Google Sheets with scheduled automation through multiple powerful methods, even though AR Aging isn’t in standard Reports options.
This approach ensures your AR team has current aging data for collections prioritization and cash flow management with full scheduling support.
Set up scheduled AR Aging exports using Coefficient
Coefficient provides multiple methods to achieve scheduled NetSuite AR Aging export with enhanced features like customer credit limit integration and multi-currency AR support.
How to make it work
Step 1. Choose your AR Aging export method.
Use Saved Search Method if you have existing AR Aging Saved Search (preserves all aging buckets and customer groupings), SuiteQL Query Approach for maximum flexibility with custom aging bucket definitions, or Records & Lists Method for granular control over aging logic.
Step 2. Set up SuiteQL for custom AR Aging.
Write custom SuiteQL: SELECT customer.companyname, transaction.tranid, transaction.trandate, transaction.duedate, transaction.amountremaining, CASE WHEN DATEDIFF(day, transaction.duedate, CURRENT_DATE) <= 0 THEN 'Current' WHEN DATEDIFF(day, transaction.duedate, CURRENT_DATE) <= 30 THEN '1-30 Days' ELSE 'Over 90 Days' END as aging_bucket FROM transaction WHERE transaction.type = 'CustInvc' AND transaction.amountremaining > 0
Step 3. Configure scheduling automation.
Set daily updates for current AR status, configure morning schedule for collections team preparation, enable weekly summaries for management reporting, and set up real-time refresh available on-demand.
Step 4. Add enhanced AR features.
Include additional fields like sales rep and terms, integrate customer credit limits, support multi-currency AR values, create subsidiary-specific aging reports, and enable historical aging trend tracking.
Keep AR data current for collections
Scheduled AR Aging exports ensure your collections team has current data for prioritization while supporting cash flow management and trend analysis. Start automating your AR Aging reports today.
