Aged payables/receivable details
With the old Aged Payable/Receivables report, when you clicked on a name for a supplier/customer it took you to a list of invoices both paid and unpaid.
This was super useful to track where client's enter things twice and one is paid, and reconciling to statements.
Now when I click on the contact/name in the new report it only shows what is outstanding.
Going to the contact card to look at transactions is not as helpful and cannot be exported to Excel for further recs with large amounts of transactions.
Pics attached to show difference in reports and how the old report full detail can easily spot the error, but the new report looks like an invoice has just missed payment and not a duplicate.
Jarrod Colman
shared this idea
Hi Jarrod, as you've found the new Aged Summary flows through to the detail of outstanding items that are still payable/receivable. Being open we don't have plans for changing this.
Instead, you can view transactions of all these status by running the Receivable or Payable Invoice Summary and Detail reports.
Grouping or Filtering by Contact should get you to the same level of data as shown in your image.