Accounts Receivable Trial Balance

Posted By KrystalB over 1 year ago

I am trying to print this report for a specific customer dating back to when the account was first created, 5/2014, however when it prints out it only goes back to 10/2019. Is there a way to include the information prior to that date or is there another report that needs to be used?

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Kevin M over 1 year ago +1

I think that report might depend on Days / Months to retain paid invoices. If you look at invoice history / cash receipts history, you might be able to get more from a custom report.

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0 BigLouie over 1 year ago

This is telling me you are only saving 4 years of data. You would need to go into a back up company from a few years ago.
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0 KrystalB over 1 year ago in reply to BigLouie

Well, it's not like we had a real choice in the matter. When setting up Sage 100 originally we had to set how many days we wanted to "retain" information. At the time the longest amount of time was 999 days. I guess I'm going to have to try to use the "Sales & Quote History Report" and go from there.
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0 KrystalB over 1 year ago in reply to BigLouie

Well, it's not like we had a real choice in the matter. When setting up Sage 100 originally we had to set how many days we wanted to "retain" information. At the time the longest amount of time was 999 days. I guess I'm going to have to try to use the "Sales & Quote History Report" and go from there.
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0 KrystalB over 1 year ago in reply to KrystalB

Thanks for your reply! :)
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Sage 100

Accounts Receivable Trial Balance

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