Hi Daphne

I was trying to do something similar . As far as I can see it will only work if the payment has not been allocated

against the invoice.

You can run Aged Debtors Report to the Date that you wish to use eg 31-05-2023 and tick Exclude later payments.

If the payment has been allocated it then it doesn't work. I have logged this previously.

Regards

John

Hi Daphne,

Thanks for using Sage City.

The report you've described isn't available in the software as it stands, however, it may be possible for the report to be designed or maybe for an existing aged debt report to be edited. I would recommend logging this as a query online and a member of the team will get back to you.

Submit a request online >

Regards

Andy

Sage UKI

Hi Andy

I have requested this Report to be designed on My Sage.

Case CASE-03205863 history

I would be grateful if this could be done as we had it on tasbooks before switching to Sage

Kind Regards

John

I have recently joined my company and Ii know that Sage an older version did give me access to an Aged Debt report for the purpose of chasing customers. an anyone  tell me the way to create one in Sage 50, please.

Hi Susan,

In Sage 50 Accounts you can view aged debt on screen in Customers > Aged debt.

Alternatively, there are aged debt reports you can run in Customers > Reports > Aged debtors.

I'd recommend previewing those reports to see which one best fits your needs.

Hope this helps.

Andy
Sage UKI

The Aged Debt Report allows you to select the date to age from and there is a check box that allows you exclude future payments