RM Aging Report in Smartlist Builder

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How can I get an Aging Report for all invoices per calendar month based on the invoice date?

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  • 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 Campbell
    Director, Operations
    M.I.S. Management Information Solutions Ltd.
    Skype: billc.edmonton
    Cell: +1 780 994 2455
    Off : +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.

    victoriayudin.com/.../receivables-sql-views

    -Trevor

  • 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 leslievail@earthlink.net I can send you the export file so that you may import it.

    Kind regards,

    leslie

    Leslie Vail, CPA, MVP, MCT, MCITP, MCP, MCITS
    ASCI, Inc.    *    PO Box 600965   *   Dallas, TX 75360    *   972-814-8550   *   leslievail@earthlink.net