2 years ago
Organising Aged Payables
Hi, I am trying to organise the Suppliers on the Aged Payables (simple) report to make it easier for a) the owner of the business to see which bills need to be paid vs which bills are direct debi...
Hi ChrisLear , welcome to the forum. I don't recommend your suggested approach. What you could do is add identifier values to all the supplier records, eg B for Bpay and D for direct credit, then I believe you can filter the report accordingly. The editing can be done via export- import, take a backup before any major import.
I'd also recommend using the reconciliation versions of the aged payables and receivables reports, where the date is a true cut off. People are often confused when eg April invoices appear on their "March" aged payables.
Hi Mike, thanks for the quick reply. Is there any way to keep all of the outstanding bills in the same report rather than filtering by identifier values and generating 3 separate reports?
EDIT: Also from what I can tell, using the identifier values won't help in us knowing which bills are BPAY and which can be paid electronically. Currently I can tell because if we go into pay bills -> and tick electronic payment, if the statement text is "Payment xxx" then we don't have bank details saved in their card and it will be BPAY but I want it to be as simple and visually obvious as possible
Thanks again
Hi ChrisLear , I don't think the report can be grouped by identifier, and usually applying a filter means the report is just for one value.
I'll think about your other query.
Hi ChrisLear , I'm wondering whether you can set up different payment methods for each supplier, and add that as a field to the payables report.
Hi ChrisLear , drew a blank there, payment method is not a field that can be added to the payables reports, pity that!
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