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Finance | Project Operations, Human Resources, ...
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How can I pull an AR aging report for a certain period of time?

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Posted on by 15

Hello, 

I am trying to pull a report that shows our AR aging for all of our customers for a certain period of time. I know how to pull the current aging report, but say I want to see what our AR standing was on July 31st, 2019? Does AX have this capability?

  • Suggested answer
    JorinVanAmstel Profile Picture
    JorinVanAmstel 10 on at
    RE: How can I pull an AR aging report for a certain period of time?

    Hi Brandi,

    As Ludwig suggested, the regular AR aging report has the following date parameters: "balance as of' and "start date". Give your report the 'transaction date' criteria and your customer aging report will be generated with balances at your desired date.

    Please let us know if this answers your question

    Kind regards,

    Jorin

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at
    RE: How can I pull an AR aging report for a certain period of time?

    Good Morning Brandi,

    Have you already tried using the standard customer aging list that is available in the AR module in the report section under the 'status' heading?

    Best regards,

    Ludwig

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