Accounts aging filter

Therese Dabbs

The filter on accounts aging report is not working. So i want to do a report with all amounts > 20 and fill in as such but it does not filter!
can someone fix please?

Acctd4

Hi Therese

Are you referring to "over $ 20" or "Over 20 Days overdue"?

You can change the default "30-day" columns in the "Interval (days)" & "Through (days past due)" boxes at the top of the displayed report (or on the "Display" tab of "Modify Report").

The Ageing Reports are generated based on the ageing status of invoices/bills, not by $ amount so they are unable to be filtered for specific amounts.  However, you can choose to "Sort By" "Total" (also at the top of the reports displayed) which will help streamline the report further.

Shaz Hughes Dip(Fin) ACQ NSW, MICB

Reckon Accredited Professional Partner Bookkeeper / Registered BAS Agent (No: 92314 015)

Accounted 4 Bookkeeping Services

Ballajura, WA

0422 886 003

shazinoz2@bigpond.com

  

 

Therese Dabbs

thanks Shaz, we used to be able to sort by under the filters tab amount , then >=20 which is the $ amount. it simply wont sort anymore, i fear there is a glitch here.
Therese

Acctd4

Hi Terese

The "Sort by" option isn't one of the Filters, it's at the top of the report & on the "Display" tab.

It sounds like you may be generating a different or customised report rather than one of the default ageing ones. 
What is the actual name (title) of the report you're generating? 

Therese Dabbs

Hi Shaz, so we use the report centre, customers and receivables, accounts aging detail, then click on modify report, filters, then amount, then you can specify >= 20 then enter then it should filter all accounts receivable greater than this amount. it simply does not do this anymore, a few months ago it was fine. the filter does not work. we modify the report a bit in terms of what it shows but nothing that should affect this filter!

Acctd4

Ah .. you're using the Detail one rather than the Summary ....

I've just tried filtering that one on my end, for over a specified amount & that works.
Have you checked the filters options are still set correctly?

Failing that, are you able to upload a screenshot of:


* The report displayed
* The Filters you have selected 

Sonya Herbert

How do i modify the aging summary report to only show aged accounts over 60 days - plus a telephone contact number under the customer's name?

Acctd4

Hi @Sonya Herbert

The Collections Report (under Reports dropdown menu > Customers & Receivables) will give you this display & can be filtered to whatever Ageing range you want:

This picks up the Contact, Phone, Alt Contact & Alt Phone fields from your Customer records so if any are missing in your report, it means that detail has not been entered into the Customer record!

To filter for 60+ days Ageing ...

• Click on Modify Report (top left of report)
• On the Filters tab, select Ageing in the Filters list
• Select the 'over' symbol ( > ) & enter 60 in the " = " box, then click on OK to update your report 😊