AP Aged Summary report - Can I remove invoices that have been "since paid"

Andrew_8635213

If I have an invoice that is dated say 30/10/20 and it has been paid on 1/11/20, it still shows on the AP Aged summary (dated 31/10/20).

Is there a way to remove paid invoices from this report? The only way I can do it is by dated the report after the paid date (say 2/11/20) but then the report also includes invoices from the new month.

Kris_Williams

Open invoices is a report that only shows unpaid invoices

Andrew_8635213

I thought the filter "Paid Status" = "Open" does that (which is set by default on the AP Aged Summary report).

Because the bill had not been paid by the date entered (31/10/20) then it shows as unpaid as at that date.

Kris_Williams

Oh sorry I was referring to receivables. Unpaid bills report is the one - it’s in Hosted, not sure if it’s in your version. I believe a report at a particular date, as the aged summary includes all unpaid bills as that is its purpose, but open invoices and unpaid bills will only show what’s left regardless of an as at date

Acctd4

@Andrew  These reports are all date driven & will therefore show what's outstanding as at whatever date you specify.  However, you can tweak the report as per below which should remove anything that current:

• Click on Modify Report button
• On Filters tab, scroll down list & click on Ageing
• Click on the " > " radio button & enter " 1 " in the box
• Click OK to update/refresh report

Andrew_8635213

I tried that but it wouldn't work... I can select the " > " radio button but the box has a zero and won't let me change it to anything else (eg. can't even type in the box) !???

I appear to have got it to work though with the following:

• Click on Modify Report button
• On Display tab, click the Advanced button
• Choose Current (faster) rather than the default of Report Date

Kris_Williams

That sounds like you’ve ended up with the same as the open invoices report

Acctd4

@Andrew I think you've not gone into exactly the right section ...

You need to click on the actual radio button next to the " > " to allow you to type in the box in the Filters tab: