90 Minds Mod Squad

Does anyone have a copy of a custom report they have modified (for AP or AR) that is a version of the AR Trial Balance (or AP); that includes the Aging Buckets?  Susanne Neupauer requested I send her a brief recap note as to why our clients want or need this function.  I suggested that on the Aging Report, that when they turn on the Print Transaction Date, we ALSO have an option to SELECT the invoices based on Transaction Date (not invoice date).  Optionally that the Trial Balance have an option to print aging (landscape mode) in addition to what is already on the report.

If anyone has an example of a Trial Balance crystal report they modified to include aging, please share and I will forward that to Susanne.  Thank you. 

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Madeline Stefanou
RKL eSolutions, LLC
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I don't have a sample, but shouldn't it just mimic the AR Aging Report that allows it to match the AR Trial Balance by excluding future transactions? This was added many years back so the aging matched the TRB. The same should be done with AP. I don't know the report itself has to change from what's there now.

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Bill Pfahnl
Nims & Associates
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And the WHY, of course, is because every single bank and every single accountant seems desperate to have one.

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Beth Bowers
Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
(269) 358-0989
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