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.

March 17, 2026 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.

We're go... ""

We will copy and paste it here.

Step #4: Click on "03.17.26" — 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.

Type "Ctrl + C"

Step #7: Click on "C1-03.17.26" — Click on "C1-03.17.26"

Step #8: Right-click on "#CEP_COMPONE" — Right-click on "#CEP_COMPONE"

Step #11: Click on "03.17.26" — Click on "03.17.26"

Step #12: Click on "2,970" — Click on "2,970"

Let me go quickly, 3/17.

I usually do a total here.

Type "TOTAL"

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

Type "Ctrl + B"

Type "+"

Step #23: Double-click on "25" — Double-click on "25"

Type "+"

Step #25: Click on "729" — Click on "729"

Type "+"

Type "+ + Enter"

It's 29.70.

Step #29: Click on "2,970" — Click on "2,970"

Save that.

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

This is also 29.70, and that looks good.

Next, we will save this as a PDF.

Type "Ctrl + P"

Let me see if I can save it.

Type "Esc"

Type "Ctrl + S"

Step #38: Click on "File" — Click on "File"

Save a copy on your PC and switch to PDF.

Step #39: Click on "a Copy" — Click on "a Copy"

Step #40: Double-click on "This PC" — Double-click on "This PC"

Step #42: Click on "Document" — Click on "Document"

We will go to the folder we were just in.

Step #44: Click on "Aging Reports" — Click on "Aging Reports"

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

Step #45: Click on "Cancel" — Click on "Cancel"

Type "Esc"

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

Step #47: Click on "1 BILL AGING REPORT" — Click on "1 BILL AGING REPORT"

Step #48: Click on "TRANSIT GENERAL INSURANCE" — Click on "TRANSIT GENERAL INSURANCE"

Type "Ctrl + P"

Step #50: Click on "BIU H" — Click on "BIU H"

Now we will proceed.

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.

Step #54: Double-click here — Double-click here

Step #55: Click on "Reports" — Click on "Reports"

Step #56: Double-click on "03.11.26" — Double-click on "03.11.26"

Step #57: Click on "Aging Report" — Click on "Aging Report"

Step #58: Click on "Reports" — Click on "Reports"

Step #59: Double-click on "03.17.26" — Double-click on "03.17.26"

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

Step #60: Double-click on "03.11.26" — Double-click on "03.11.26"

Type "7 + Enter"

Step #62: Click on "C1-03.17.26" — Click on "C1-03.17.26"

Type "Ctrl + P"

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

Step #64: Click on "Print" — Click on "Print"

Step #65: Click on "Aging Report" — Click on "Aging Report"

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

Type "CompOne "

Step #69: Click on "Save" — Click on "Save"

You can exit out of all of these.

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

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

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

Step #77: Double-click here — Double-click here

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

Type "john"

Step #80: Click on "Jbradley@manageability.com" — Click on "Jbradley@manageability.com"

Type "mere"

Step #83: Click on "mmangum@manageability.com" — Click on "mmangum@manageability.com"

Type "mere"

Type "beth"

Step #87: Click on "Bethany" — Click on "Bethany"

Type "mar"

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

Type "Bill Aging Reports - 03.17.26"

Step #92: Click on "Type / to insert files and more" — Click on "Type / to insert files and more"

I like to copy and paste to keep it uniform.

Bill aging.

Type "bill ag"

Step #96: Click on "Aging Reports - 03.11.26" — 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.

Type "Ctrl + C"

Step #99: Click on "Bill Aging Reports" — Click on "Bill Aging Reports"

Step #100: Right-click on "Type / to insert" — Right-click on "Type / to insert"

Step #101: Right-click here — Right-click here

Step #102: Click on "jessungenwmanageability.com" — Click on "jessungenwmanageability.com"

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

Step #105: Drag "Microsoft Excel" — Drag "Microsoft Excel"

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

I just did the wrong one.

I need to remove all of these.

108

Type "Esc"

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

Step #110: Click on "× Remove Attachment" — Click on "× Remove Attachment"

Step #112: Click on "× Remove Attachment" — Click on "× Remove Attachment"

Step #114: Click on "X Remove Attachment" — Click on "X Remove Attachment"

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

Step #119: Click on "MAI - Bill Aging Reports" — Click on "MAI - Bill Aging Reports"

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

Step #120: Double-click on "Bill" — Double-click on "Bill"

Step #122: Click on "03.17.26 Billlnventory" — Click on "03.17.26 Billlnventory"

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

Step #124: Drag "3/17/2026 9:33 AM" — Drag "3/17/2026 9:33 AM"

Step #125: Click on "Dismiss" — Click on "Dismiss"

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

Step #126: Click on "Aging Reports for 03/11/26 ." — Click on "Aging Reports for 03/11/26 ."

127

Type "7"

Step #128: Click on ">> Send" — Click on ">> Send"

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.

March 17, 2026 By Jessica Esslinger

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.

We're go... ""

We will copy and paste it here.

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.

Type "Ctrl + C"

Let me go quickly, 3/17.

I usually do a total here.

Type "TOTAL"

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

Type "Ctrl + B"

Type "+"

Type "+ + Enter"

It's 29.70.

Save that.

This is also 29.70, and that looks good.

Next, we will save this as a PDF.

Type "Ctrl + P"

Let me see if I can save it.

Type "Esc"

Type "Ctrl + S"

Save a copy on your PC and switch to PDF.

We will go to the folder we were just in.

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

Type "Esc"

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

Type "Ctrl + P"

Now we will proceed.

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.

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

Type "7 + Enter"

Type "Ctrl + P"

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

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

Type "CompOne "

You can exit out of all of these.

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

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

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

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

Type "john"

Type "mere"

Type "beth"

Type "mar"

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

Type "Bill Aging Reports - 03.17.26"

I like to copy and paste to keep it uniform.

Bill aging.

Type "bill ag"

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.

Type "Ctrl + C"

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

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

I just did the wrong one.

I need to remove all of these.

108

Type "Esc"

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

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

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

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

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

127

Type "7"