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what is the best report to show Accounts receivable balance by customer for past date?

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Posted on by Samantha73

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Hi All

I have tested several reports for displaying debtor balances for a past date - say 31.12.2023. What do other peoples experiences?

Thanks

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Gavin 2,339 on at

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RE: what is the best report to show Accounts receivable balance by customer for past date?

Hi,

I tend to recommend the "Aged Accounts Receivable" for balances "as at" a certain past date.

You can enter the date from the past in the "Aged as of" and this should give you an accurate past balance.

Hope this helps.

Thanks

Gavin
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YUN ZHU 74,115 Super User 2024 Season 2 on at

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RE: what is the best report to show Accounts receivable balance by customer for past date?

Hi, Can you try the "Filter totals by feautre" on the Customer List?

Hope this helps.

Thanks.

ZHU
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Inge M. Bruvik 32,748 Super User 2024 Season 1 on at

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RE: what is the best report to show Accounts receivable balance by customer for past date?

Have you tried the customer balance to date report?

I think that should give you what you are looking for.

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