Aged Accounts Receivables Report

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HI All

I really need some help with this report.

I run this report weekly, and to be frank I spend more time editing it in excel. Ideally id like the report to be broken down by each admin and to show the comments. However, all I get is a full list of all the invoices we've raised broken down by the age of the. My two main questions are:

1) Where do you input the comments in order to show them on the report?

2) Is there a way to breakdown the report by admin, rather than just selecting their individual name? (The company has over 30 admins and Id rather just run one report where the individual admins debtors are grouped together if that makes sense?)

Thanks very much in advance for your help with this matter!

Laurs

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Amol Salvi 18,698 on at

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Admin means Salesperson right ? If yes then filter the report with SalesPerson Code and extract the details of that particular salesperson.

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Hi Amol

Thanks for the response, no we use admin codes not salesperson code.

I usually filter the report by Legal Code and date, I am wanting the report to also show which Admin deals with which debtor if that makes sense?

Thanks

Laurs

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Amol Salvi 18,698 on at

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You can use Salesperson code for which admin deals with which debtor. Is legal code in dimension or static field ?

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Community Member on at

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Our Salesperson Code is blank.

Legal code is dimension.

Thanks

Laurs

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Alexander Ermakov 28,096 on at

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I do not think you can achieve this by standard. You can make development changes to the report the way each admin's invoices would be located on new page. By your internal structure, does one admin work with his own customers, or several admins can work with the same customer?

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ManishS 86 on at

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basically you want dimension wise aged accounts receivable report.

You will have to customise your own report, may be you can save the standard report and do modification in that too.

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