Best Practice for running Aged AR for previous month



  • JeaNae Remala

    I have not figured this one out.  We used Gimbal Logic to created an Aged A/R "grid" for us that we can run for prior periods.  

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  • Rebecca Ralls

    I must have missed this question when it was first posted. Apologies!!

    The period you are running the report for must be closed. And the filter should be period =, not period <=.

    As long as you have the aged AR option active in the accounting settings, every time you close a period, the system generates AR aging history records specific to that period.

    If you filter the AR aging history report with period <=, you’ll get the aging history records for multiple periods and the results will be meaningless.

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