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