Best Practice for running Aged AR for previous month

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Cpinto

• February 03, 2021 14:16

What is the best practice recommendation to run the Aged AR report for a previous month?  Do you use Accounting Period as the filter with <= as the operator or do you use billing date?

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  JeaNae Remala

  • June 03, 2022 18:54

  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

  • June 05, 2022 02:35

  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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