Finance teams repeat the same five questions every month. Here they are, ready to paste into EQQ and rename.

1. AR aging by customer

A finance query running in EQQ  -  parameters filled, result grid loaded, export one click away.
A finance query running in EQQ - parameters filled, result grid loaded, export one click away.
SELECT c.CustomerName,
       SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) BETWEEN 0 AND 30 THEN i.Amount ELSE 0 END) AS [0-30],
       SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) BETWEEN 31 AND 60 THEN i.Amount ELSE 0 END) AS [31-60],
       SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) BETWEEN 61 AND 90 THEN i.Amount ELSE 0 END) AS [61-90],
       SUM(CASE WHEN DATEDIFF(day, i.DueDate, GETDATE()) > 90 THEN i.Amount ELSE 0 END) AS [90+]
FROM Invoices i JOIN Customers c ON c.Id = i.CustomerId
WHERE i.Paid = 0 GROUP BY c.CustomerName ORDER BY [90+] DESC;

2. Revenue by month, current year vs last

SELECT fQQ_MonthBucket(InvoiceDate) AS Month,
       SUM(CASE WHEN YEAR(InvoiceDate) = YEAR(GETDATE()) THEN Amount ELSE 0 END) AS CurrentYear,
       SUM(CASE WHEN YEAR(InvoiceDate) = YEAR(GETDATE())-1 THEN Amount ELSE 0 END) AS PriorYear
FROM Invoices GROUP BY fQQ_MonthBucket(InvoiceDate) ORDER BY Month;

3. Top 20 customers by YTD revenue

4. Unapplied cash list

5. Month-end close checklist

(Bodies trimmed for brevity - paste-ready templates available in the free trial's starter bundle.)

How to install them

Download the Finance Starter Bundle from your EQQ customer portal, unzip into any folder, then Manage Queries → Import. Assign the queries to the Finance Query User role. Done in under ten minutes.

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Key Terms

  • AR - Accounts Receivable - money owed to the business by customers for goods or services already delivered.
  • YTD - Year to Date - the cumulative total from the first day of the current fiscal year to the present date.