Enabling Aging Report to reflect outstanding invoices by selected date
planned
J
Joan
Currently, the Aging Report shows should state the outstanding balances of invoice at a specific date which would tie to the Accounts Receivable balance on the Balance Sheet.
For example, the 09/30/25 aging would show all outstanding invoices as of 09/30/25. Any payments made after 09/30/25 would not be included in the calculation of the outstanding balances as of 09/30/25.
G
Gabriella Forrester
Clarifying here - we also need the reverse. Payments made ahead of time at 9/30 for an invoice that is not issued until 10/1 also need to show up as a credit on the Aging Report, even when run in a future month. So for example if the report is run with a date of 9/30/2026 and the actual day the employee is running the report as 12/31/2026, that credit should still show up in the AR report, instead of disappearing after being applied to a future invoice.
A
Aline Ribeiro
updated the status to
planned
Tulio Silva
updated the status to
under review