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Status Unlikely to be implemented
Workspace Reckon Accounts Business
Categories Desktop & Hosted
Created by Guest
Created on Oct 30, 2018

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Change A/R Summary Report to show months instead of days

We get paid on a monthly basis and it would be REALLY useful to show the amounts for each customer in months rather than days.

Currently the report show the amounts for 1-30, 31-60 & 61 to 90 days.

This is OK but I don't know the amounts I'm expecting at the end of the month unless I go back to a last month report for each customer.

  • ADMIN RESPONSE
    Oct 31, 2018

    The purpose of this report is debtor ageing, therefore 'how many days is this invoice overdue'. Ageing by days is the industry (and accounting) standard. Note you can age from DUE DATE or INVOICE DATE (see preferences). 

    Possible alternative reports are:

    • Customer balance summary - adjust to show columns by month
    • Open Invoices - filter by due date (run a due date range to capture overdue invoices as well). 
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