How can I get an Aging Report for all invoices per calendar month based on the invoice date?
I had to build a Smartlist of this nature, and I think that it was a matter of the filters that we used. Month and Year filters and Invoice only filters.
It was able to get all the invoices listed, summarized and presented on the desktop of the users who needed the data.
If I can help, let me know.
Bill CampbellDirector, OperationsM.I.S. Management Information Solutions Ltd.Skype: billc.edmontonCell: +1 780 994 2455Off : +1 780 481 5564
Have you been to Victoria Yudin's site? She's got some views that would be a great starting point for this.
I have done one of these reports based on invoice date that will tell you how old the document is. If you will e-mail me at firstname.lastname@example.org I can send you the export file so that you may import it.
Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITSASCI, Inc. * PO Box 600965 * Dallas, TX 75360 * 972-814-8550 * email@example.com
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