Bill Aging Reports: Part 1/5

Learn how to efficiently prepare, organize, and manage bill aging reports with this detailed step-by-step guide. Includes tips on folder organization, file management, and data cleanup for accounting professionals.

March 17, 2026 By Jessica Esslinger

In this guide, we'll learn how to organize and prepare bill aging reports for weekly review. We will cover how to save and manage files, process daily reports, and clean up data in Excel to ensure accurate records. This process helps keep accounting information up to date and ready for analysis.

Let's get started

In this video, we will cover bill aging reports. Send these out every Tuesday before 10 o'clock. Meredith will send an email in the morning with prime bills to be included in the report. When you receive it, save it to your accounting folder. For manageability, I have a Bill Aging Report folder.

Step #1: Click on "Bills P ..." — Click on "Bills P ..."

Step #2: Click here — Click here

Step #3: Drag here — Drag here

Step #4: Click on "Accounting" — Click on "Accounting"

Step #5: Double-click on "4- Company - Audits" — Double-click on "4- Company - Audits"

Step #6: Double-click here — Double-click here

I created a new folder for Tuesday, which I already did today. We will save it in this folder.

Step #7: Double-click here — Double-click here

Click Save.

Step #8: Click on "Cancel" — Click on "Cancel"

From there, daily Mitchell reports are sent to me.

Step #9: Click here — Click here

Step #10: Click on "@Secure DAILY TOTAL BILL INVENTORY REPORT" — Click on "@Secure DAILY TOTAL BILL INVENTORY REPORT"

Next, click "Read the Message." A pop-out window will appear.

Step #11: Click on "Read the message" — Click on "Read the message"

Step #12: Drag "cryption_re" — Drag "cryption_re"

Step #13: Click here — Click here

You’ll need to sign in with a passcode, which will be sent to your email.

Step #14: Click on "in with a One - time passcode" — Click on "in with a One - time passcode"

Step #15: Click here — Click here

Step #16: Click here — Click here

Step #17: Click here — Click here

Waiting for the passcode. Maybe I did it wrong. Hold on.

Step #18: Click here — Click here

I have to press continue after I enter. Where is the passcode?

Step #19: Click on "Continue" — Click on "Continue"

Step #20: Click here — Click here

Step #21: Click here — Click here

Step #22: Click here — Click here

Taking a long time.

Step #23: Click here — Click here

Well, this one.

Step #24: Click on "3- Mitchell Reports" — Click on "3- Mitchell Reports"

Step #25: Click here — Click here

Step #26: Click on "Continue" — Click on "Continue"

Try it again.

Step #27: Click on ">" — Click on ">"

Step #28: Click on "Didn't receive the one - time passcode ? Check your spam folder or get another one - time passcode" — Click on "Didn't receive the one - time passcode ? Check your spam folder or get another one - time passcode"

Usually, it appears immediately, but it won't this time because I'm recording.

Step #29: Click here — Click here

Step #30: Click here — Click here

There it is. We found it.

Step #31: Double-click on "91694589" — Double-click on "91694589"

32

Type "Ctrl + C"

Enter your passcode and continue.

Step #33: Click here — Click here

Step #34: Click here — Click here

35

Type "Ctrl + V"

Step #36: Click on "Continue" — Click on "Continue"

Then you'll have a file.

Step #37: Click here — Click here

Step #38: Click on "BillInventory.xls.zip" — Click on "BillInventory.xls.zip"

I usually open the zip file.

Step #39: Click on "BillInventory.xls.zip" — Click on "BillInventory.xls.zip"

Step #40: Click on "Open file" — Click on "Open file"

I open the file from the zip archive.

Step #41: Drag here — Drag here

Step #42: Click here — Click here

Step #43: Double-click here — Double-click here

I click Enable Editing, then save the file to the same folder.

Step #44: Drag "◆ Home" — Drag "◆ Home"

Step #45: Click here — Click here

Step #46: Click on "Enable Editing" — Click on "Enable Editing"

Step #47: Click on "File" — Click on "File"

Step #48: Click on "Save As" — Click on "Save As"

Step #49: Double-click on "This PC" — Double-click on "This PC"

Step #50: Click on "This PC" — Click on "This PC"

Go to Accounting, then Manageability, and open Bill Aging Reports 317. Save the report as an Excel workbook.

Step #51: Double-click on "Accounting - Jess" — Double-click on "Accounting - Jess"

Step #52: Double-click on "3 - ManageAbility" — Double-click on "3 - ManageAbility"

Step #53: Double-click here — Double-click here

Step #54: Double-click on "03.17.26" — Double-click on "03.17.26"

Step #55: Click on "Copy of Billinventory" — Click on "Copy of Billinventory"

Step #56: Click on "Excel 97-2003 Workbook" — Click on "Excel 97-2003 Workbook"

Step #57: Click on "Excel Workbook" — Click on "Excel Workbook"

Step #58: Click on "Copy of Billlnventory" — Click on "Copy of Billlnventory"

Step #59: Drag "Copy of" — Drag "Copy of"

All I do is enter the date and save.

60

Type "03.17.26 - + Enter"

From here at the bottom, I'll make this the original.

Step #61: Double-click on "BillInventory" — Double-click on "BillInventory"

62

Type "Original"

Step #63: Right-click on "Original" — Right-click on "Original"

Step #64: Click on "Move or Copy" — Click on "Move or Copy"

I'll copy the original, label it as raw data, and then select all.

Step #65: Double-click on "OK" — Double-click on "OK"

Step #66: Double-click on "Original" — Double-click on "Original"

67

Type "Raw"

Step #68: Click on "8769-25-0025818 DANEILAK" — Click on "8769-25-0025818 DANEILAK"

69

Type "Ctrl + A"

70

Type "Ctrl + A"

I will clear all the formats and then view it with the grid lines, as I prefer.

Step #71: Click on "Clear" — Click on "Clear"

Step #72: Click on "Formats" — Click on "Formats"

Step #73: Click on "Data" — Click on "Data"

Step #74: Click on "View" — Click on "View"

Step #75: Click on "Gridlines" — Click on "Gridlines"

Step #76: Click on "Begin" — Click on "Begin"

Next, I will remove rows one through four and delete them.

Step #77: Click on "A" — Click on "A"

Step #78: Drag "☐ ☐" — Drag "☐ ☐"

Step #79: Right-click here — Right-click here

Step #80: Click on "Delete" — Click on "Delete"

Step #81: Click on "DANIEL 382265342" — Click on "DANIEL 382265342"

Next, select all columns and open them. Delete all blank columns: B, D, G, H, I (with the TIN number), N, and P.

82

Type "Ctrl + A"

83

Type "Ctrl + A"

Step #84: Double-click here — Double-click here

Step #85: Click here — Click here

Step #86: Click on "B" — Click on "B"

Step #87: Click on "D" — Click on "D"

Step #88: Click on "G" — Click on "G"

Step #89: Click on "H" — Click on "H"

Step #90: Click here — Click here

Step #91: Click on "N" — Click on "N"

Step #92: Click on "P" — Click on "P"

Then I right-click and delete.

Step #93: Right-click on "H" — Right-click on "H"

Step #94: Click on "Delete" — Click on "Delete"

First, select all the data. Then, apply a filter and sort by bill ID. Remove all the blank rows, as they are not needed.

Step #95: Click here — Click here

96

Type "Ctrl + A"

Step #97: Click on "Data" — Click on "Data"

Step #98: Click here — Click here

Step #99: Right-click here — Right-click here

Step #100: Click here — Click here

Step #101: Click on "..." — Click on "..."

Step #102: Double-click on "Claim Number" — Double-click on "Claim Number"

Step #103: Click here — Click here

Step #104: Drag "1" — Drag "1"

Step #105: Right-click here — Right-click here

Then I will do it again.

Step #106: Click on "Delete" — Click on "Delete"

107

Type "Ctrl + A"

Step #108: Right-click on "MGY - ACGA - 24 MGY - ADTE - 1070" — Right-click on "MGY - ACGA - 24 MGY - ADTE - 1070"

Select all and sort by bill ID, from Z to A. Remove all unnecessary items.

Step #109: Double-click on "- ADTE - 1082" — Double-click on "- ADTE - 1082"

110

Type "Ctrl + A"

Step #111: Right-click on "8769-25-0025818" — Right-click on "8769-25-0025818"

Step #112: Click on "Sort" — Click on "Sort"

Step #113: Click on "↓ ↑ Custom Sort" — Click on "↓ ↑ Custom Sort"

Step #114: Click on "A to Z" — Click on "A to Z"

Step #115: Click on "Custom List" — Click on "Custom List"

Step #116: Click on "OK" — Click on "OK"

Step #117: Drag "2" — Drag "2"

Step #118: Right-click here — Right-click here

""

Step #119: Click on "Delete" — Click on "Delete"

Next, sort the data from A to Z. Then, insert four new columns after column B.

Step #120: Click on "- 2952" — Click on "- 2952"

121

Type "Ctrl + A"

Step #122: Right-click on "- 2965" — Right-click on "- 2965"

Step #123: Click here — Click here

Step #124: Click on "..." — Click on "..."

Step #125: Double-click on "A to Z" — Double-click on "A to Z"

Step #126: Double-click on "ROBERT" — Double-click on "ROBERT"

127

Type "Esc"

Step #128: Click on "8769-25-0025818" — Click on "8769-25-0025818"

Step #129: Drag here — Drag here

Step #130: Right-click on "FAMILY ORTHOPEDIC ASSOCIATES" — Right-click on "FAMILY ORTHOPEDIC ASSOCIATES"

Step #131: Click here — Click here

Step #132: Click here — Click here

I'll stop here because our recording will end in about 10 seconds. I'll restart for the next steps in the following recording.

Bill Aging Reports: Part 1/5