5 Ready-to-Run Queries for Finance Teams

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

1. AR aging by customer: see who owes what, sorted by days overdue

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 prior year side by side

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: identify your highest-value accounts at a glance

4. Unapplied cash list: find payments received but not matched to an invoice

5. Month-end close checklist: confirm every required step is complete before the period locks

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

How to add these queries to your EQQ instance

Download the Finance Starter Bundle from your EQQ customer portal, unzip into any folder, then navigate to Manage Queries → Import. EQQ stores imported query definitions in the SavedSQLObjects folder at C:\EQQ\EQQ_Control\SavedSQLObjects and registers them against your source database. Assign the queries to the Finance Query User role so only authorised users can run them. Done in under ten minutes.