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#19352 - 11/03/09 05:54 AM AR 9.0A - Trial Balance Report by Customer Balance
GT Offline
Adagio Virtuoso

Registered: 08/14/03
Posts: 626
Loc: Antigua
Good Morrow - Softrak:

Two of our clients have reported that the AR TBal report no longer allows printing the report based on Customer Balance and to be able to sort based on Highest/Least (or vice-versa). Took a quick look @ prior version vs. new and realized they are correct.

Was this feature/option removed for a particular reason???
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Ishana Alexander
Grant Thornton

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#19353 - 11/03/09 06:20 AM Re: AR 9.0A - Trial Balance Report by Customer Balance [Re: GT]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
"Customer balance" is available if you "Age as of", not if you select "Calculate as of". The latter would require back calculating the customer balance before the report generation.

Also, they should probably be using the Overdue Receivables report for collections. It allows printing of the customer notes on the report.
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Andrew Bates

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#19380 - 11/04/09 05:40 AM Re: AR 9.0A - Trial Balance Report by Customer Balance [Re: Retired_Guy]
GT Offline
Adagio Virtuoso

Registered: 08/14/03
Posts: 626
Loc: Antigua
Ok - Great. Much Thanks!
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Ishana Alexander
Grant Thornton

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