Sunday, December 2, 2018

Custom A/R Aging report generates incorrect dates (i.e. previous year's dates) as the aging buckets.

1. Navigate to Reports > Saved Reports > All Saved Reports.

2. View the custom A/R Aging report.
3. Click the Aging Options button at the bottom of the page. 

4. Set the Age As Of = today then hit Refresh.

5. Click Customize.

6. Hit Save.

Note: You will need to further customize the custom A/R Aging report to correct the Age As Of filters set on the report and save the changes.  This way, the custom A/R Aging report will show the correct dates on the aging buckets the next time you run the report.

No comments:

Post a Comment