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Bill Aging Reports: Part 5/5

Learn step-by-step how to save bill aging reports as PDF, organize files, and send them via email efficiently. Tips for maintaining accuracy and consistency in your accounting workflow.

By Jessica Esslinger

In this guide, we'll learn how to prepare and send a bill aging report by copying data, checking totals for accuracy, saving files as PDFs, and attaching them to an email. This process helps ensure that financial records are consistent and that the correct reports are shared with the right recipients.

We'll also cover how to keep file names and email content uniform for easy tracking.

Let's get started

Okay. For the last video, I should upgrade so I don't have to record five minutes every four seconds. We're going back to 3/17.

1
Click here
Step #1: Click here

We're go... ""

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Click here
Step #2: Click here

We will copy and paste it here.

3
Click here
Step #3: Click here
4
Click on "03.17.26"
Step #4: Click on "03.17.26"

Grab Comp 1, copy it, and paste it here. Also, make sure the total bill inventory on this page matches the other one. I missed that step earlier.

5
Drag here
Step #5: Drag here
6
Type "Ctrl + C"
7
Click on "C1-03.17.26"
Step #7: Click on "C1-03.17.26"
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Right-click on "#CEP_COMPONE"
Step #8: Right-click on "#CEP_COMPONE"
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Click here
Step #9: Click here
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Click here
Step #10: Click here
11
Click on "03.17.26"
Step #11: Click on "03.17.26"
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Click on "2,970"
Step #12: Click on "2,970"
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Click here
Step #13: Click here

Let me go quickly, 3/17.

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Click here
Step #14: Click here

I usually do a total here.

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Click here
Step #15: Click here
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Type "TOTAL"
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Click here
Step #17: Click here

Then I'll add up all of these to keep track for checks and balances.

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Click here
Step #18: Click here
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Type "Ctrl + B"
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Click here
Step #20: Click here
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Click here
Step #21: Click here
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Type "+"
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Double-click on "25"
Step #23: Double-click on "25"
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Type "+"
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Click on "729"
Step #25: Click on "729"
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Type "+"
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Click here
Step #27: Click here
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Type "+ + Enter"

It's 29.70.

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Click on "2,970"
Step #29: Click on "2,970"
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Click here
Step #30: Click here

Save that.

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Click on "Continue"
Step #31: Click on "Continue"

This is also 29.70, and that looks good.

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Click here
Step #32: Click here
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Click here
Step #33: Click here
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Click on "1"
Step #34: Click on "1"

Next, we will save this as a PDF.

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Type "Ctrl + P"

Let me see if I can save it.

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Type "Esc"
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Type "Ctrl + S"
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Click on "File"
Step #38: Click on "File"

Save a copy on your PC and switch to PDF.

39
Click on "a Copy"
Step #39: Click on "a Copy"
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Double-click on "This PC"
Step #40: Double-click on "This PC"
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Click here
Step #41: Click here
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Click on "Document"
Step #42: Click on "Document"

We will go to the folder we were just in.

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Click here
Step #43: Click here
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Click on "Aging Reports"
Step #44: Click on "Aging Reports"

I can't remember which one I grabbed. This was a difficult part of the video.

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Click on "Cancel"
Step #45: Click on "Cancel"
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Type "Esc"

This is the bill aging report. We will try to save it again.

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Click on "1 BILL AGING REPORT"
Step #47: Click on "1 BILL AGING REPORT"
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Click on "TRANSIT GENERAL INSURANCE"
Step #48: Click on "TRANSIT GENERAL INSURANCE"
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Type "Ctrl + P"
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Click on "BIU H"
Step #50: Click on "BIU H"

Now we will proceed.

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Drag here
Step #51: Drag here

If you can't remember what to save it as, I go to the previous folder, find the bill aging report, and click it to copy the name.

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Click here
Step #52: Click here
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Click here
Step #53: Click here
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Double-click here
Step #54: Double-click here
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Click on "Reports"
Step #55: Click on "Reports"
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Double-click on "03.11.26"
Step #56: Double-click on "03.11.26"
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Click on "Aging Report"
Step #57: Click on "Aging Report"
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Click on "Reports"
Step #58: Click on "Reports"
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Double-click on "03.17.26"
Step #59: Double-click on "03.17.26"

Take it to the correct folder, update the date, and click save. Repeat these steps for Comp 1.

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Double-click on "03.11.26"
Step #60: Double-click on "03.11.26"
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Type "7 + Enter"
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Click on "C1-03.17.26"
Step #62: Click on "C1-03.17.26"
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Type "Ctrl + P"

I will save that as a PDF, then click the previous one we saved.

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Click on "Print"
Step #64: Click on "Print"
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Click on "Aging Report"
Step #65: Click on "Aging Report"
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Click on "-"
Step #66: Click on "-"

This way, it saves, stays uniform, and I put Comp 1 in front of it, then click save.

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Click on "-"
Step #67: Click on "-"
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Type "CompOne "
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Click on "Save"
Step #69: Click on "Save"

You can exit out of all of these.

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Click here
Step #70: Click here
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Click here
Step #71: Click here
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Drag here
Step #72: Drag here

I will save that here so I can easily drag it into the email.

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Click here
Step #73: Click here
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Click here
Step #74: Click here

That's good. That's March 11th.

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Click here
Step #75: Click here

Okay, we're going to create a new one, and you'll send it out.

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Click on "Х"
Step #76: Click on "Х"
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Double-click here
Step #77: Double-click here

A new addition to John Bradley, Meredith Magnum, Bethany Barnett, and Marcy Norgan.

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Click here
Step #78: Click here
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Type "john"
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Click on "Jbradley@manageability.com"
Step #80: Click on "Jbradley@manageability.com"
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Click here
Step #81: Click here
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Type "mere"
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Click on "mmangum@manageability.com"
Step #83: Click on "mmangum@manageability.com"
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Type "mere"
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Click here
Step #85: Click here
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Type "beth"
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Click on "Bethany"
Step #87: Click on "Bethany"
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Type "mar"
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Click here
Step #89: Click here

Then, enter the subject line: Bill Aging Reports, 03/17/26.

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Click here
Step #90: Click here
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Type "Bill Aging Reports - 03.17.26"
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Click on "Type / to insert files and more"
Step #92: Click on "Type / to insert files and more"

I like to copy and paste to keep it uniform.

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Click here
Step #93: Click here

Bill aging.

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Type "bill ag"
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Click on "aA"
Step #95: Click on "aA"
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Click on "Aging Reports - 03.11.26"
Step #96: Click on "Aging Reports - 03.11.26"

Go to the previous one. It's very easy—copy what I used last time and paste it. Then, I will collect all the reports we just created in PDF format.

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Drag "."
Step #97: Drag "."
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Type "Ctrl + C"
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Click on "Bill Aging Reports"
Step #99: Click on "Bill Aging Reports"
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Right-click on "Type / to insert"
Step #100: Right-click on "Type / to insert"
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Right-click here
Step #101: Right-click here
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Click on "jessungenwmanageability.com"
Step #102: Click on "jessungenwmanageability.com"
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Drag here
Step #103: Drag here

I leave out the prime bill because we don't need it. I will drag it into my email.

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Drag here
Step #104: Drag here
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Drag "Microsoft Excel"
Step #105: Drag "Microsoft Excel"

You are working on the bill aging report, the main file.

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Drag here
Step #106: Drag here

I just did the wrong one.

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Drag here
Step #107: Drag here

I need to remove all of these.

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Type "Esc"

I entered the wrong date; we need the 17th, not the 11th.

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Click here
Step #109: Click here
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Click on "× Remove Attachment"
Step #110: Click on "× Remove Attachment"
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Click on "く"
Step #111: Click on "く"
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Click on "× Remove Attachment"
Step #112: Click on "× Remove Attachment"
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Click here
Step #113: Click here
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Click on "X Remove Attachment"
Step #114: Click on "X Remove Attachment"
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Click here
Step #115: Click here
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Click here
Step #116: Click here

Maybe I can do this before we run out of time again.

117
Drag here
Step #117: Drag here
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Drag here
Step #118: Drag here
119
Click on "MAI - Bill Aging Reports"
Step #119: Click on "MAI - Bill Aging Reports"

Make sure you attach the correct folder, or you might make a mistake like I did.

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Double-click on "Bill"
Step #120: Double-click on "Bill"
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Drag here
Step #121: Drag here
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Click on "03.17.26 Billlnventory"
Step #122: Click on "03.17.26 Billlnventory"
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Drag here
Step #123: Drag here

Take all four of these, drag and drop them, then press send to finish.

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Drag "3/17/2026 9:33 AM"
Step #124: Drag "3/17/2026 9:33 AM"
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Click on "Dismiss"
Step #125: Click on "Dismiss"

This usually takes me about 15 minutes at most. Then, change the date below to 17 and send it.

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Click on "Aging Reports for 03/11/26 ."
Step #126: Click on "Aging Reports for 03/11/26 ."
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Type "7"
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Click on ">> Send"
Step #128: Click on ">> Send"