Aged receivables as on 30.11.2024 but reflecting the most recent payments

Question

Hi Members,

Is there a report in MYOB that would show the aged debtors as on 30.11.2024 (receivables as 30.11.2024) but that would reflect (deduct) the most recent payments until date?

Thanks

Gayathri

Shella_A · Answer

Hi @Gayathri1610,

You can still use the Sales (Customer Summary) report for your needs. However, the previous report provided is considered the most accurate. Feel free to explore the Sales (Customer Summary) and other reports to see if they contain all the details that suit your business needs.

Cheers,

Shella

Gayathri1610 · Answer

Thanks Princess. I noted that the Sales (Customer Summary) report also shows the total sales value for a particular period and the current balance against those sales.

Do you think this one is a correct report too?

Thanks

Gayathri

Princess_R · Answer

Hi @Gayathri1610,

Aged Receivables report can only be run for a specific date and won't account for payments made after that date. To manage this, you can cross-check the detailed transactions using the Customer Ledger. The Customer Ledger provides details of all invoices, payments, and credits within a specified date range, which allows you to manually reconcile the most recent payments against the aged receivables. Hope this helps!

Cheers,

Princess