Aged trial balance report does not show >90 days?

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Posted on by Community Member

Hey all-

I have a question about my AP aging report. When I run it, the report only shows the 0-30, 31-60. and 61-90 columns. The AP balance per vendor is correct (meaning it includes the total of all showing columns, plus those balances >90 days). So the report is correct, its just not showing all of the necessary columns. I've went into the 'modify' window to try to adjust what shows on the report but have had no luck.

Any ideas on how to show the >90 days column? Thanks all

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Dan Bigelow 749 on at

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I think you have to add the bucket to the report. My report only has three buckets on it. What aging are you running? Are your aging buckets setup to have a 90+? It is possible the report has already been modified and you don't have security to it?

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Community Member on at

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"In looking at the report I think you are right. The >90 days is cut off from the report, but the total net balance per vendor picks up >90 days.

I'm logged in as admin so I have access to all of the reports and editing capabilities. Do you know the quickest way to add another bucket to the report?"

THIS IS WRONG! I just looked at it again, and the layout is set up to have >90 days, but this part is not showing up when printed or exported. I'm in the 'Report Definition- Layout' area trying to adjust the print range for the report, is this the right way to do it?

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Dan Bigelow 749 on at

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Security is setup inside of GP once you modify the report - you will need to make sure to give the user(s) who run the report the rights to the modified report. It should be a legend field to add. Here is an article link to modify the report - note this is for AR but same principle as AP report.

support.microsoft.com/.../how-to-add-aging-buckets-to-the-rm-summary-historical-aged-trial-balan

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MG-16101311-0 26,225 on at

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By default, the out of the box report offers 4 aging buckets. You need to modify the report in Report Writer to add the additional aging buckets you will need to have the amounts reflect properly. You can follow the steps outlined in this Microsoft Support article:

support.microsoft.com/.../how-to-add-a-new-bucket-to-the-aged-trial-balance-detail-with-options

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Community Member on at

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Thanks for the reply. My additional fields are all set up according to the directions.

Now when I actually run the report, those additional fields are not showing on the report. Do you know how I can expand the range to include these new fields? I've been in the layout window and I can't figure out how to do it!

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Dan Bigelow 749 on at

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Did you give yourself security the report inside of GP?

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Community Member on at

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I did, all the securities are set. I read that after adding additional fields that other fields may have to be made smaller or deleted all together to make room for the additional fields. Do I do this from the layout panel and just make each grouping smaller?

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MG-16101311-0 26,225 on at

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Yes, you have to shorten some fields and rearrange others for it to fit.

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L Vail 65,271 on at

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Hi,

In your modified report, be sure it's forced landscape view, and don't put any fields outside the colored part of the layout.

Leslie

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