Forum Discussion

Bunny79's avatar
Bunny79
Experienced User
4 years ago
Solved

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 i...
  • Steven_M's avatar
    Steven_M
    4 years ago

    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.

Bunny79's avatar
Bunny79
Experienced User

Hi CarlBrooks,

 

Thank you for your reply

 

The payment term is 30 days

when when i print out the statement on 30/4/2021, I thought invoice was issue on 26/3/2021 shoulsd be included in Mar overdue, but it was not :-( that why I ask for help

 

Thanks

Steven_M's avatar
Steven_M
Former Staff
4 years ago

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.

  • Bunny79's avatar
    Bunny79
    Experienced User
    4 years ago

    Thanks Steven, Much appriciate for your help. That works

     

    Kind regards

    Bunny79