Ageing statement as per reconciliation summary

[CaroleG]

How can I get the ageing on my activity statement to show the same totals as the sales reconciliation summary.

Currently our salesmen receive a copy of the sales reconciliation summary with the columns:

0-7, 8-14, 15-21 & 21+

We would like to have the ageing on our activity statements to reflect the  same so our customers and salesmen have the same information.  Currently it isn't and is very frustrating.

Is this even possible as there are only 3 ageing parameters in preferences??

Kind regards

Carole

[Yanike_S]

Hi @CaroleG 

Thanks for your post. The daily ageing periods can be adjusted in preferences. You can't change the number of periods, however if you were to fill in 7, 14 and 21, it will come up on your report as 0-7, 8-14, 15-21 & 21+.

If you want to change the ageing periods on your customer statement, you can look at customising the form under Setup>Customise Forms.

If this is not what you meant, could you please upload a screenshots of the activity statement, the sales reconciliation summary, the settings under Preferences>Reports & Forms and a screenshot of your customised form?