How to edit/correct customise Statement
Dear MYOB Team
We have a customise Statement on MYOB AccountRight Plus AU 2021.2.1
However we found the total amount overdue for previous month was not added correctly
For example : we have 2 invoices in March (20.3.2021 invoice 72384 with the amount $75.63 and 27.3.2021 invoice 72499 with the amount $177.87), so total Mar Overdue should be $253.50
Why it appears on my statement Mar overdue only 1 invoice with the amount of $75.63
Please see the statement enclosed
Could you please help me to fix this matter ?
Thanks
Bunny79
Hi Bunny79
Your thinking is spot on, if you do use daily ageing i.e. the invoice amount would be appearing in the 1st ageing period (commonly 30 days) based on that method.
However, you have set it up to be monthly ageing, which does work slightly differently. As the statement is being dated in April that invoice is not overdue as the due date falls in April thus appears as Current. If the statement is dated on 1st May it would be reporting all those invoices that are due in April in that first ageing period (Apr Overdue).
Users can update their ageing method through Setup>>Preferences>>Reports and Forms>>Ageing method. Mostly commonly users use daily ageing as its more accurate i..e you just count the number of days from the due date to determine where it falls.
