How to Generate Delinquency Reports & Aging Summaries in CINC Systems

Generate delinquency and aging in CINC by going to the Accounting/AR (Accounts Receivable) area, opening Reports, selecting a Delinquency or Aging report, setting the as-of date, aging buckets (30/60/90+), and filters (association, assessment type, status), then run and export to PDF/Excel. If everything is already set up correctly, the report should match the ledger totals and can be scheduled for automatic delivery.

 

Where to find the delinquency and aging reports in CINC

 

• Open the correct Association (if CINC is multi-association).
• Go to Accounting or AR / Receivables.
• Select Reports (sometimes under Financial or Collections).
• Choose one:
  • Aging Summary (totals by bucket)
  • Aging Detail (line-by-line by owner/account)
  • Delinquency Report (who is past due, often with balances and last payment)

 

Settings that matter (so the numbers are correct)

 

• As-of date: the snapshot date. Aging is calculated based on what was unpaid on that date.
• Aging method:
  • By invoice/charge date: best when assessments post monthly and you want true aging.
  • By due date: best when you use due dates and late fees depend on them.
• Buckets: typically Current, 1–30, 31–60, 61–90, 90+.
• Include/Exclude:
  • Include assessments, late fees, interest, fines only if you want them in collections.
  • Exclude credits only if you are running a “gross delinquency” view; otherwise keep credits included so balances are real.
• Status filters: decide whether to include closed, paid in full, bankruptcy, payment plan, or collections accounts.

 

Common mistakes and quick fixes

 

• Report total does not match AR ledger: confirm the same as-of date and that you did not exclude certain charge types.
• Owners show “current” but are clearly late: check whether aging is based on charge date vs due date, and confirm due dates exist.
• Negative balances or weird credits: verify unapplied payments/credits; run an Unapplied Payments/Credits report if available.
• Missing accounts: check filters for zero balances, inactive units, or specific assessment types.

 

Validate before sending to the board or attorney

 

• Pick one delinquent owner and compare:
  • Owner ledger balance as of the same date
  • Which bucket the oldest unpaid charge falls into
• Confirm the report is as-of (not “today”) if you are using it for month-end.

 

Export, schedule, and when to contact support

 

• Use Export to PDF for board packets and Excel/CSV for mail merges and attorney files.
• If available, set Scheduled Reports to email monthly after assessments post.
• Contact CINC support if:
  • aging buckets are wrong despite correct dates and filters
  • you suspect a posting rule issue (assessments not posting, late fees misconfigured)
  • balances differ from the general ledger AR control and you cannot reconcile