I have been working with the Filters, but here is something that is stumping me.

In A/R, I want to create a Filter that displays all Customers that have an overdue amount.
(I have been trying the Aging Buckets, and the Aged Days, but so far I have not been able to get what I want.)

For example, in the sample company I entered a new Customer & an Invoice for $100. The Invoice has a term of 30 Days & I dated it 40 days ago, so it should appear on my “Overdue” filter. Likewise, I want to view the Customers who are overdue tons of days.

Ideally, the Filter would filter all Customers that have an overdue balance at the time that I refresh the Filter (whether it is 1 day or 1 year over).

Can this be done?

Samuel

Are you calculating the customer aging (Maintenance | Calculate Customer Aging) before checking the results of the filter? Aging changes every day and the process can be automated using the "On startup..." option.

Thanks Andrew.
That is part of the solution.

I can now display the correct amts overdue in four columns (i.e. the four aged buckets).

Is there anyway to display in one column the total amount overdue? (Note that this is not the same as Balance Outstanding, as this may also include amts not yet due.)

Sorry, not that I know, but the filter can display a limited set of columns when selected to display the aging buckets and not much else. You can also use Styles to highlight those customers with amounts significantly overdue.

Alternatively, set the aging buckets in such a way that virtually all the amounts end up in a single bucket.

Hi Samuel,

If all you were interested in was the total overdue and not standard aging buckets, perhaps don't age in 30/60/90 but instead make up different date ranges like 997/997/999 days. Presumably no outstanding invoices are 3 years old, so everything would get reported in the first aging bucket.

If creativity such as this won't work or is not desirable, this is a better job for GridView rather than Filters. Total Overdue is not a stored database value, which is what using Filters requires. You cannot add calculated columns to grids in Adagio, just in GridView.