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

Posted on by 2,413

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

  • Suggested answer
    Gavin Profile Picture
    Gavin 2,339 on at
    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.

    pastedimage1676274029720v1.png

    Hope this helps.

    Thanks

    Gavin

  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 72,941 Super User 2024 Season 2 on at
    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?

    pastedimage1676250135963v1.png

    pastedimage1676250146922v2.png

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 32,748 Super User 2024 Season 1 on at
    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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