Please could you send step by step Guide on how to run a report that shows the balance of AR as at a specific date.
thanks
Hi @LilyUltimate
The online version also gives the same report @Mike_James mentioned. This has been like this for many many years - I don't used the Aged reports at all - always use the Reconciliation Summary reports.
This is very helpful Mike_James, thank you. The method given above by Doreen does not work for us as the "as at" date does not work at all and includes ALL current open invoices. Is it a MYOB problem do you think? If so, I wish they would fix it!!
Thanks James
I'll give that a go.
Hi @LilyUltimate , if you are using the desktop program then the correct report to use is the receivables reconciliation report, where the date is a cut off date, and the report can be backdated. A summary at the end compares the total with the receivables GL account at the same date.
Hey @LilyUltimate,
Here’s how you can run a report in AccountRight to see your Accounts Receivable (AR) balance as at a specific date:
Once done, review the report for all open invoices on that date.
Cheers,
Doreen
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