Accounts aging filter

Therese Dabbs
Therese Dabbs Member Posts: 31
edited September 2019 in Accounts Hosted
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?

Comments

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited September 2019
    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

      

     

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Therese Dabbs
    Therese Dabbs Member Posts: 31
    edited September 2019
    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
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited March 2019
    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? 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Therese Dabbs
    Therese Dabbs Member Posts: 31
    edited March 2019
    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
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited March 2019
    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 

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)
  • Sonya Herbert
    Sonya Herbert Member Posts: 80 ✭✭

    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
    Acctd4 Accredited Partner Posts: 3,366 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited February 14

    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 😊

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner (AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    shaz@accounted4.com.au

    https://accounted4.com.au

    (NB: Please give my post a Like or mark as Accepted Answer if I have been able to resolve your query as this helps others when seeking solutions!)