Aged A/R Balance Report - Custom Fields

SUGGESTED

I don't believe there is a way to customize the Aged A/R Balance report to include a customized field, however, is there a way to create a new report that shows the aging (30/60/90/120) and add customized fields from the client record?

  • 0

    What type of custom field are you looking to add? How many custom fields do you want in the report? What version of Timeslips?

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • 0

    Also, while you can't add custom fields to the Aged A/R report, you CAN sort the report by a custom field. 

    Perhaps that would help?

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

  • 0

    We have version 2019.  I have one custom field that I would like to show for each A/R record, basically a collection status.  I have tried to recreate the A/R report from scratch, however, I cannot get the columns to align or for it to look like the standard report.  If I can do this from scratch, I do not understand why I cannot add this field.

  • 0 in reply to Lynn Carmichael
    SUGGESTED

    I did some testing yesterday, and believe that it is possible to produce the results you want in a custom report. 

    Due to the very nature of custom reports, that would be a billable event for me to engage in. If you are interested in getting help with your report, please contact me via below and we can discuss it further.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]