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Hi all,
I'm new to using GP as a system and my auditors are asking for a report same as last year. The report title is A/R Ageing Summary and it is in excel. OneCognizant App
None of my staff know how the previous controller ran this report and I'm at a loss searching the internet; everything I run is unusable in excel and only available in PDF.
Hi Kimberly-
There is a way to export the Trial Balance reports to Excel, but it is CSV and it is awful. You have to go back and do a lot of formatting and deleting and moving around.
If you do have a SQL Server Reporting Services report server set up at your company, I can also give you a nicely formatted report that will export to Excel. Let me know and I can send it over to you!
You also could get this information in SmartList. Sales > Customers. Your aging period columns are available to select along with current balance. This can get exported to Excel too.
Thank you.
Joe
You are talking about Reports->Sales->Trial Balance->Aged Trial Balance with Options and click the summary box. You will also find this using SSRS which I would assume is on your server. That version will dump data directly to Excel. Ask your IT staff about running SSRS reports.
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