You can change the ageing buckets in a Tally receivables report on the phone by editing the day dividers: add one, remove one, or reset them, and the ageing slabs receivables you pick are remembered per company on that device. Ageing is always as of today, so the buckets are for the books standing now, not a Tuesday you rewind. A Guwahati pharma owner on chemist credit uses 0-7-15-30 because a 21-day bill still looks current inside a 0-30 slab, while 15-30 puts that bill on this week's call list. An agri-input company on the same phone uses 0-45-90-120, because a 50-day kharif bill is still inside the trade's terms and would light up as overdue on a 0-30 split. Receivables Ageing exports to PDF in one tap, with no Excel. Party search is a search box. You type a name.
Key Highlights
- Ageing slabs on the phone can be edited: add a divider, remove one, or reset them, and the choice is remembered per company on that device
- Pharma credit often wants 0-7-15-30. Agri-input credit often wants 0-45-90-120. A 0-30-60-90 split hides both trades
- Receivables Ageing exports to PDF in one tap. There is no Excel on this report. Ageing is always as of today
In This Article
- Can I change the ageing buckets in a Tally receivables report?
- Ageing slabs receivables for a pharma beat
- Agri-input slabs on the same phone
- How the slabs stick per company
- What the buckets do at 8:30 with Sharma
- Exporting Receivables Ageing as PDF
- Frequently Asked Questions
Can I change the ageing buckets in a Tally receivables report?
Yes. On the phone the receivables ageing view lets you edit the slabs. You add a day divider, you remove one, you reset the set back to the starting split. That is the whole control. The report then regroups every open bill into those buckets, as of today.
Tally on the desktop has lived for years on 0-30, 31-60, 61-90, over 90. Plenty of distributors never touch that. The chemist in Paltan Bazaar and the agri dealer in Barpeta do not share a credit clock, and a single 30-day split treats them as if they did. The phone is where the owner actually looks at ageing between dispatches, so that is where the dividers belong.
Bills Receivable sits in Action Reports, next to Collections, Bills Payable, Sales Analytics, Customer Analytics, Cross-sell Gaps, Inventory, Purchase Analytics and Daybook. Financial Statements hold Trial Balance, Profit & Loss, Balance Sheet and MIS Reports. Ageing is the midday member of the daily checklist for Tally reports. The aging report in Tally is the desktop reading of the same idea. The phone reading of the buckets, including how a party opens into bills, is the Debtor ageing report on phone.
Ageing slabs receivables for a pharma beat
Pharma credit in Guwahati is short because expiry and returns sit on every invoice. A chemist who takes 21 days on a 7-day understanding is already late in the trade, even if a 0-30 bucket still paints him green. The owner who keeps 0-7-15-30 sees that bill in 15-30 at 8:30, before the van leaves with fresh stock for the same counter.
Walk one morning. Three chemists around Fancy Bazaar. Counter one, 4 days, 0-7, leave him. Counter two, 12 days, 7-15, a reminder after lunch. Counter three, 21 days, 15-30, the salesman calls before he unloads. Same three parties on a 0-30-60-90 split all sit in current, and the call list is empty until someone hits 31. By then the near-expiry strips are already on the shelf.
The slabs do not invent a due date Tally does not have. They split the age the books already know. A 21-day bill is 21 days old whether the divider sits at 15 or at 30. What changes is which row the owner stares at while the kettle boils.
There is no salesman filter on this report, and no godown filter. Godown is its own report. If Raju ran yesterday's chemist beat, you still type the chemist name in the search box. You do not chip the report down to Raju's route.
Agri-input slabs on the same phone
Kharif credit around Barpeta runs 90 days as a matter of course, sometimes 120 when the rain is late. A 50-day bill on a 0-30 split looks like a problem. In the trade it is still current. The owner who keeps 0-45-90-120 sees that bill in 45-90, which is the conversation for next week, not a panic call that burns the dealer before sowing.
The same device already holds the pharma company. That company keeps 0-7-15-30. This company keeps 0-45-90-120. Each set of dividers is remembered per company on that phone. Opening the agri books does not drag the chemist slabs across. Opening the chemist books does not flatten kharif into 15-day panic.
A 110-day urea bill belongs in 90-120 on this split. On 0-30-60-90 it has been sitting in over-90 since day 91, which is when the owner stopped trusting the colours and went back to a notebook. The point of editing slabs is that the colours match the terms you actually give.
Receivables ageing on the phone is how those colours turn into a call. This post is only the dividers. Get the dividers wrong and the call list is either empty or screaming.
How the slabs stick per company
Edit once. The phone remembers. Next Tuesday at 8:30 the same company opens with the same dividers. You do not retype 0-7-15-30 every morning. Reset is there for the day you inherited a 0-30-60-90 split from the accountant and want the starting set back.
Per company, on that device. Two companies, two memories. A third company added next month starts on the default split until someone edits it. The slabs do not roam to another phone. They do not sync as a Tally configuration back into the desktop company. They are how this device groups the open bills it already reads from the synced books.
Party search is a search box on this report, as on every report. Type Sharma, see Sharma Kirana of Fancy Bazaar. There is no picker and no multi-select. Access to the Reports tab is permission-controlled per team member. A member without that permission does not see reports at all, including this ageing view.
The wider set of Tally reports on mobile is how the phone reads the same Tally books through the day. Ageing is the one that is always as of today.
What the buckets do at 8:30 with Sharma
Tea, then Bills Receivable. Sharma Kirana is ₹1,85,000, 47 days on 30-day FMCG terms. On 0-15-45-90 that sitting is already in 45-90. On 0-30-60-90 he is still in 31-60. The owner who chose 0-15-45-90 because Fancy Bazaar FMCG starts chasing at 45 days sees Sharma on the call list this morning. The owner who left 0-30-60-90 sees him next month.
That ₹1,85,000 is the same money either way. The outstanding receivables report tells you the lump. Ageing tells you the age. The Payment behaviour tab of Collections tells you that Sharma's habit is 47 days, which is a different question, written up as which customers pay late.
Most action reports have no date filter. You cannot open ageing as at 15 April. Ledger statement and godown reports have This FY, This Quarter, This Month, Last Month, Last FY and Custom. Daybook has Today, Yesterday, Last 7 days, Last 30 days and Custom. Ageing does not. Today is the only as-of.
If the van is about to leave with mustard oil for Sharma on fresh credit, 47 days in 45-90 is the reason to call first. The slabs made that row visible. They did not make the call.
Exporting Receivables Ageing as PDF
The CA, or the owner himself at 9 PM, wants a file of the buckets, not a screenshot of a scroll. Receivables Ageing exports to PDF in one tap. There is no Excel chooser on this report. Customer Analytics is the other PDF-only export. Bills Receivable ageing, the cousin that sits next to it, is on the PDF-and-Excel list. The names sound close. The files are not the same.
Every exported PDF still goes through the phone's share sheet when you send it somewhere, where you pick WhatsApp, or email, or Drive. One tap is the PDF file appearing. Getting that file onto WhatsApp is the share sheet, same as a Trial Balance.
A party's ledger statement and pending-bills statement are a different send, from the party page, the bills page and the ageing report. That path is sharing a ledger statement. This button is the ageing PDF.
Tally-format export, the layout Tally itself prints, exists for Bills Receivable as one of five statutory reports. That file is what the CA is used to seeing. The slab view you edited is the working copy. Send the Tally-format file when the CA asks for ageing in Tally's clothes. Keep the slab PDF when you want your 0-7-15-30 staring back at you.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch.
Frequently Asked Questions
Q: Can I change the ageing buckets in a Tally receivables report?
A: Yes. On the phone you edit the ageing slabs for receivables: add a day divider, remove one, or reset them. The choice is remembered per company on that device. Ageing is always as of today.
Q: What ageing slabs receivables should a pharma distributor use?
A: Many pharma distributors on chemist credit use 0-7-15-30, because a 21-day bill is already late in that trade and a 0-30 bucket still paints it current. The slabs do not change the age of the bill in Tally. They change which bucket the owner sees at 8:30.
Q: Can an agri-input company keep different ageing slabs on the same phone?
A: Yes. Slabs are remembered per company on that device. A pharma company can keep 0-7-15-30 and an agri-input company on the same phone can keep 0-45-90-120. Opening one company does not copy its dividers onto the other.
Q: Can I export receivables ageing to Excel from the phone?
A: No. Receivables Ageing exports to PDF in one tap, with no Excel. Bills Receivable ageing, which is a different report, offers a PDF and Excel chooser. Every exported PDF goes through the phone's share sheet when you send it, where you pick WhatsApp, email or Drive.
Q: Does receivables ageing on the phone have a date filter?
A: No. Ageing is always as of today. You cannot rewind it to last Tuesday. Daybook has Today, Yesterday, Last 7 days, Last 30 days and Custom. Ledger statement and godown reports have This FY, This Quarter, This Month, Last Month, Last FY and Custom. Most other action reports have no date filter.
Q: Can I filter ageing slabs by salesman or godown?
A: No. There is no salesman filter and no godown filter on this report. Party search is a search box. You type a name. Godown is its own report. Access to the Reports tab is permission-controlled per team member, and a member without that permission does not see reports at all.
Takkada is a Tally-integrated receivables and auto-reconciliation app for Indian distributors, with 0% MDR UPI collection and WhatsApp dispatch. Book a free demo.