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Finance | Project Operations, Human Resources, ...
Suggested Answer

Detailed AR Aging Report

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ReportReport
Posted on by 5

Hi,

How do I pull a detailed AR aging report?  I am looking for a report that lists all customers and their related invoices.

Thanks, Baxter

I have the same question (0)
  • Suggested answer
    Morgan Bazin Profile Picture
    95 on at

    Credit and collections>Inquiries and reports>Customers>Customer aging report

    Enter the parameters for the report, then toggle Details to Yes.

    pastedimage1677095464728v1.png

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    46,633 Moderator on at

    The report is found here:

    pastedimage1677097234587v1.png

  • Suggested answer
    Charlotte X Profile Picture
    Microsoft Employee on at

    Hi Baxter,

    As Morgan said, you can select to list the transactions that are included in the balances that are shown on the report.

    Here are the parameters that the report will display and you can use them to filter the data that will be displayed on the report.

    Customer aging report - Finance | Dynamics 365 | Microsoft Learn

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