The filters for the Aged Receivables Report (Home > Aged Receivables) have been changed to allow a reduction in the amount of data for the report, which may speed up queries and provide a clearer report:
- Include balances over 1 year – This is a new checkbox that allows older data to be included or excluded:
- With this checkbox selected, the report can include account balances over 365 days old, and the report is limited to no more than 10 locations.
- With this checkbox clear, the report includes account balances up to 365 days old.
- With this checkbox selected, the report can include account balances over 365 days old, and the report is limited to no more than 10 locations.
- Include Summary – With this checkbox selected, the report is now limited to the selected locations. (Previously, the summary included all locations that the user had access to, whether or not every one of those locations was selected.)
- Period – The age of account balances to include on the report can now be limited:
- All – Includes balances 0-365 days old; however, if the Include balances over 1 year checkbox is selected, balances of any age are included.
- Over 30 – Includes balances 31-365 days old; however, if the Include balances over 1 year checkbox is selected, any balances 31 days and older are included.
- Over 60 – Includes balances 61-365 days old; however, if the Include balances over 1 year checkbox is selected, any balances 61 days and older are included.
- Over 90 – Includes balances 91-365 days old; however, if the Include balances over 1 year checkbox is selected, any balances 91 days and older are included.
- All – Includes balances 0-365 days old; however, if the Include balances over 1 year checkbox is selected, balances of any age are included.
