Follow

Customize date fields on detailed aging reports

Problem Description:

There are 3 date fields on the aging report, GL Posting Date, Invoice Date, and Due Date.   Instead of having extra columns of information that you don't need in your detailed aging reports, you can now pick and choose which dates you want to include. This makes for a report that's easier to read and more organized, letting you view what you need, and leave out what you don't.

Solution:

By default, the aging reports include all 3 dates.  To remove some of the date fields, (or add them back after they have been removed), follow these steps:

  1. On the menu bar, go to any of the applications, Accounts Payable, Accounts Receivable, or Time & Expenses, which contain aging reports.
  2. Under the 'Reports' section, find the listing for Aging or Aging Report and click on it display that particular report.
  3. In the Report Type field, select 'Detail'.  Summary reports do not display dates.
  4. Under the 'Format' section, there is a pick box called 'Dates to display'.  Highlight the date in the 'Available' box and click the arrow to transfer it to the 'Selected' box to have that date field print on the report.  Remove the date from the 'Selected' box and transfer it back to the 'Available' box to eliminate it from the report. 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk