The National Accounts add on for Dynamics 365 Business Central provides an easy way to structure parent-child relationships. Used in conjunction with iPayments, users not only can manage those complex relationships, but also ensure that payments are easily collected and applied to the appropriate account.
The National Account Aging screen provides your AR team with a single, consolidated view of outstanding balances across your entire National Account structure. Instead of navigating individual customer records or manually consolidating spreadsheets, users can view and manage receivables from one centralized workspace.
Parent to Child Relationships and Aging Balances
Aging balances are presented in a hierarchical tree structure, with parent National Accounts displayed at the top and child accounts nested beneath them. Expand or collapse the hierarchy with a single click to move seamlessly between a summary view and detailed account-level information.
Fully Configurable Aging Buckets
Adapt the aging analysis to fit your business requirements:
- Ending Date – Age receivables as of any date, not just today.
- Period Length – Define bucket widths using days, months, or custom date formulas (e.g., 30D, 1M).
- Number of Periods – Display between 1 and 9 aging buckets.
- Aging Basis – Age balances using Posting Date, Due Date, or Document Date.
Smart Filtering & Inclusion Options
Customize the data displayed with flexible filtering options:
- National Account Filter – Limit results to one or more parent National Accounts using a lookup or filter expression.
- Include Non-National Account Customers – Optionally include standalone customers for a complete portfolio view.
- Exclude Payments – Focus on invoice exposure by removing payment entries from aging buckets.
- Include Future-Dated Invoices – Display forward-posted invoices in the Not Due column for increased visibility.
Drill Down into the Details
Every aging bucket is clickable, allowing users to drill directly into the underlying customer ledger entries. Instantly access the transactions behind the numbers without leaving the screen.
One-Click Excel Export
Export the entire aging view directly to Excel, including:
- Selected aging parameters
- Period headers
- Hierarchical account structure
- Bold-formatted total rows
Perfect for management reporting, sales reviews, collections processes, and ad hoc analysis.
Built for Large Account Portfolios
The screen is designed to handle large customer hierarchies efficiently with:
- Configurable Records Per Page
- First / Previous / Next / Last page navigation
- A live page indicator showing your current position within the result set
National Account Aging is designed for organizations that manage complex customer hierarchies and need enterprise-grade receivables visibility directly within Business Central.
To learn more or see a demo, reach out to the team at iSolutions.