Aged Accounts Receivable Listing

Hello! New to Timeslips! I am wondering if there is a way to show an aged accounts receivable listing as at "xx" date, showing invoice numbers?

Thanks!

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  • 0

    You can do an Aged A/R Balances which will tell you how old the A/R amounts are as of today.

    You can run an Aged A/R Balances By Date which will tell you what the balances were and hold old as of a date in the past.

    However, neither of these will give it to you by Invoice.

    You could get an open Invoice Listing by running the regular Invoice Listing report and filtering for only those that still have a balance owed.

    Hope this helps.  

    If you think this suggestion was especially helpful, please consider rating it within the five star option, or clicking the green Yes button next to the "Did this answer your question?" option below.  Thanks.

    Nancy Duhon, Esq.

    Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

    Duhon Technology Solutions, LLC

    a member of Certified Resources Network, LLC

    [email protected]

    404-325-9779

    Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

  • 0 in reply to Nancy Duhon

    We are new users to Timeslips and find ourselves needing this same type of report that was previously inquired about for Aged A/R Balance by Date but with detail by invoice.  Since Sage Timeslips has the one report that shows only totals, would it be easy to expand that report in order to include invoice detail?  I would think this would be a much useful and needed report by users. Apparently there is no way for me to modify that report myself to include that detail?

    If running an open Invoice Listing and filtering for only those with balance owed, the report appears to include any payments applied after that specified date so you would manually have to back those payments back out in some spreadsheet in order to determine the balance at a specified date.  This report primarily needs to be done timely but if needing to go back in time for requested audit report detail then tremendous time may have to be spent.

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  • 0 in reply to Nancy Duhon

    We are new users to Timeslips and find ourselves needing this same type of report that was previously inquired about for Aged A/R Balance by Date but with detail by invoice.  Since Sage Timeslips has the one report that shows only totals, would it be easy to expand that report in order to include invoice detail?  I would think this would be a much useful and needed report by users. Apparently there is no way for me to modify that report myself to include that detail?

    If running an open Invoice Listing and filtering for only those with balance owed, the report appears to include any payments applied after that specified date so you would manually have to back those payments back out in some spreadsheet in order to determine the balance at a specified date.  This report primarily needs to be done timely but if needing to go back in time for requested audit report detail then tremendous time may have to be spent.

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