Kirtan Patel · Internal Tool

Avancha Aged Receivables Updater

Upload this period's source export and your existing working sheet. Contacts are matched by name, balances are refreshed, new contacts are appended, and negative totals are zeroed — the same reconciliation routine, every time.

0
Matched & updated
0
New contacts added
0
Zeroed (negative total)
0
Untouched (not in source)
How the match works
  1. Contacts are matched between the two files by name.
  2. Matched contacts: Current / <1 Month / 1 Month / 2 Months / Older columns are overwritten from the source. The Total column keeps its formula.
  3. If a contact's new Total is negative, every column for that row is set to zero.
  4. Contacts only in the source are added as new rows at the bottom.
  5. Contacts only in the working sheet are left exactly as they were.
  6. No other rows, columns, or sheets are changed.