Unable to Pull Aged Receivables and Payables report with back date/period

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:

• Click on Reports.
• Select Sales and then select Aged Receivables.
• Set your “As at” date to the specific day you need the balances for. This will show outstanding invoice amounts up to and including your chosen date.
• Hit “Display Report” to generate your figures.

Once done, review the report for all open invoices on that date. 

Cheers,

Doreen

Thanks James

I'll give that a go.

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!!

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.