# Employee Outstanding Bills
Outstanding receivables assigned to each employee — unpaid invoice balances for accounts under employee care or responsibility.
Overview
Go to Sales → Employee Reports → Employee Outstanding Bills.
Report title in ERP: Employee Outstanding Bills
What it shows. Each employee with total outstanding balance, invoice count, customer count, and aging summary for bills under their care.
When to use it. Use for collection accountability — track which sales employees carry the most outstanding receivables.
How amounts are calculated. Sum of unpaid sale invoice balances for customers assigned to or cared for by each employee as of the selected date.
Use Cases
- Collection accountability — Assign collection targets to employees based on their outstanding portfolio.
- Sales review — Review outstanding alongside sales performance in employee appraisals.
- Credit control — Identify employees with customers exceeding credit limits.
- Management reporting — Present employee-wise outstanding in finance review meetings.
Filters
As Of Date, Employee, By Care of Employee. Advanced Filter: Branch, Customer Group, Age On (Invoice Date / Due Date).
Columns
| **Column** | **Description** |
|------------|-----------------|
| Employee | Employee name. |
| Employee Code | Unique identifier assigned in the master record. |
| Customer Count | Customers with outstanding balances. |
| Invoice Count | Number of unpaid invoices. |
| Outstanding Amount | Total unpaid balance. |
| Overdue Amount | Total past-due balance. |
| >90 Days | Amount more than 90 days past due. |
| Oldest Invoice | Date of the oldest unpaid invoice. |
Actions
- Generate — run the report for the selected filters
- Export / Export All — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active filters
- Show Invoices / Hide Invoices — expand invoice detail per employee
FAQ
What is care of employee?
The employee responsible for the customer relationship and collection follow-up.
How is this different from Trade Receivables?
Trade Receivables is customer-level. This report groups outstanding by responsible employee.
Can I see customer detail?
Use Show Invoices or run Trade Receivables filtered by employee.
Does this include PDC?
PDC amounts may appear when configured. See customer statements for detail.
What is Include pre-approved?
When on, pre-approved sale invoices count in open receivables for the salesperson's portfolio.
How is this different from Employee Sale Report?
Sale report is revenue. Outstanding is open balances on invoices tagged to the employee.