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Aging Report As of Date
Posted: Thu Jul 31, 2008 3:59 pm
by savvy
Today, 7/31/08, I ran an Aging Report. The report states "As of 07/29/2008."
The date of the report states 07/31/2008.
Why isn't it as of today's date?
Cheers!!
Savvy
Re: Aging Report As of Date
Posted: Thu Jul 31, 2008 4:17 pm
by jclaydds
I suspect you didn't update your aging of your accounts before you ran the report. I believe the 7/29/2008 date is the last date you updated the aging of the accounts. The 7/31/2008 is the the actual date you ran the report. If you update the aging, I suspect the dates will be the same (today).
Jeff
Re: Aging Report As of Date
Posted: Thu Jul 31, 2008 7:17 pm
by jordansparks
You must be using monthly aging instead of daily. With monthly aging, you have to be more careful to change the aging date when you run it.
Re: Aging Report As of Date
Posted: Thu Jul 31, 2008 7:28 pm
by savvy
How can I tell if I'm set up for monthly or daily aging?
Yes, i did not update, that fixed it.
Cheers!!
Savvy
Re: Aging Report As of Date
Posted: Fri Aug 01, 2008 6:43 am
by jordansparks
In the misc setup window, there is a toggle for daily vs monthly aging. It should correspond to your billing strategy.
Re: Aging Report As of Date
Posted: Fri Aug 01, 2008 8:24 am
by savvy
Thanks...it's not checked.
Cheers!!