Customer Aged Balance Report excluding clients with debt agreements
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 ...
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.
Re: Customer Aged Balance Report excluding clients with debt ...
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
Re: Customer Aged Balance Report excluding clients with debt ...
OK. Try MK 2. For the Exclude Account Type, enter the full or partial name of the account type you want to exclude.
Re: Customer Aged Balance Report excluding clients with debt ...
Perfect! Thank you!