Customer Aged Balance Report excluding clients with debt agreements

Submitted by gretalloyd on Thu, 30/08/2018 - 16:08

General User's Discussion

Hi,

I would like to use a report (ideally the Customer Aged Balance Report, but can be something else if anyone has a better option), that prints a list of clients with a Balance >$0 except for the clients we have sent to Debt Collectors (not written off, but are getting slow payments through the debt collection agency).

I don't have these clients flagged as anything at the moment, but presume I can use the "Account Type" function somehow to alert that they are different and therefore exclude them from the report.

Anyone have a report similar to this or advise me how to get it?

Re: Customer Aged Balance Report excluding clients with debt ...

Submitted by tanderson on Wed, 05/09/2018 - 11:08.

Using the Account Type to exclude customers is probably the easiest approach.

The Debtors - Current report included in the release does a little more than the Customer Aged Balance Report, including the ability to list debtors with a particular Account Type. If you only have a few account types, you could run this for each account type you have, minus the ones sent to debt collection. The Scheduled Reporting support can simplify doing this on a regular basis.

That said, modifying the Customer Aged Balance report isn't difficult. Attached is a version that allows a single Account Type to be excluded by name.

Attachment	Size
customer aged balance report with exclusion.jrxml	16.16 KB

Re: Customer Aged Balance Report excluding clients with debt ...

Submitted by gretalloyd on Wed, 05/09/2018 - 11:28.

Hi Tim,

Thanks for the reply. I've downloaded and tried the version, however it is now only giving me customers with an account type. Most of our customers are account type "none".

It also doesn't exclude the account type I am trying to exclude (ie putting %debtor% in the box). Do I need to put a code instead?

Greta