Aged receivables summary - Add due date
Could we please add the 'Due Date' option to the Aged Receivables Summary Report. I love the simplicity of this report versus the Detailed report but unlike the detailed report, there is no option to add the due date.
Jodi Williams
shared this idea
Hi Jodi, sincere apologies for not rounding back to you here. I appreciate your feedback and would like to confirm that it is possible to achieve what you're after using the Receivable Invoice Summary report.
In this report you'll be able to set whatever date range you'd like to view, and select all 8 columns that are shown in the Awaiting Payments tab of the Invoice list (the only detail that is not possible to add is viewing if the invoice was sent).
You can also add a Filter for Status and select Approved to only see invoices that are awaiting payment. 🙂
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Jodi Williams
commented
Yes. Good point.
I guess, I'm after a report that appears and functions just like the "Invoices Awaiting Payment" tab. This screen is a perfect display of all the information I need, in clear,/simple format, and I am able to filter it by any of the columns I choose e.g. Due Date, Reference etc. I have not been able to produce a report like this in either 'Aged Receivables Summary' or 'Aged Receivables Detail' no matter how I add/remove columns. Each of those reports have their limitations on information (columns) that can be added. Or they contain too much detail that makes it difficult to read. If you are able to tell me how to generate a report that looks exactly like the 'Awaiting Payments' tab I'd be very grateful :-D
