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How to Change Sales Payment apply dates so the Aging removes open payments

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Posted on by Community Member Microsoft Employee

A user entered 2016 apply dates to payments and credit memos for 2015. I go to the transaction apply sales document window and change the date to 12/31/2015 and select OK. When I run the historical aged trial balance - the document is still there. How do I get the credit memos and payments to clear off the aging report for our auditors who truly only want to see what is open and unpaid as of 12/31/2015?

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Community Member Microsoft Employee on at

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RE: How to Change Sales Payment apply dates so the Aging removes open payments

That worked perfectly! Thank you!
MattPaulen 6,912 on at

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RE: How to Change Sales Payment apply dates so the Aging removes open payments

Just a thought, when you changed the date, did you uncheck the invoices and then check them again? The date may not stick till you do that.