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Customer Aged Balance report

Submitted by tony on Wed, 27/01/2010 - 10:26
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Category: 
Financial

This report is the first cut of a customer aged balance report as requested by some users. 

Currently details balances using the typical current, 30,60,90+ segments and cannot be back dated.

Future updates should allow the days breakup to be nominated as a parameter and also add the ability to back date the report.  The later is complex as individual allocations dates need to be used rather than just customer balance participations.

Only basic testing completed.  Please try and add comments if you find any issues or have some other requests.

Cheers

Tony

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Re: Customer Aged Balance report

Submitted by GPVP (not verified) on Tue, 03/05/2016 - 12:52.

Hi, 

I'm interested in being able to run a report showing current, 30d, 60d and 90+ day overdue accounts. How do I upload the 'customer aged balance report.jfrxml' file?

Thanks,

Nick

Re: Customer Aged Balance report

Submitted by tanderson on Thu, 05/05/2016 - 11:16.

See Installing a Template

Note that Type needs to be set to Report.

Also see the more recent Debtors report.

 

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