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Accounts Receivable Aging Report

  • 1.  Accounts Receivable Aging Report

    Posted Oct 03, 2019 05:14 PM
    When creating an accounts receivable aging report (under - Credit and collections/inquiries and reports/customers/customer aging report) I would like to print BOTH the invoice date AND due date on the report (versus one or the other).   Does anyone have the instructions to print in this format?  Or know how to create this format?

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    Jennifer Vanselow
    Augeo Affinity Marketing
    St. Paul MN
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Accounts Receivable Aging Report

    Posted Oct 11, 2019 01:08 PM
    Hi Jennifer - Aging reports can be generated by either due date or document date(invoice date). the date column on report is representative of the option selected under criteria drop down of report generation parameters. To add both dates to a report; it would be a customization.

    Customization would be two folds

    1. When report is generated by Due date; have an addition column that gets populated with invoice date
    2. When report is generated by invoice date; have an addition column that gets populated with due date.


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    Abhay Agarwal
    Abhay Agarwal
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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Accounts Receivable Aging Report

    SILVER CONTRIBUTOR
    Posted Oct 11, 2019 03:53 PM
    We get this data using Power BI reporting from a replicated database, but I believe this is a standard business requirement and should be part of the out-of-the-box aging report. May be good to suggest it on the Ideas site for consideration in future releases:
    https://experience.dynamics.com/ideas/categories/?forum=16691718-61e2-e611-8101-5065f38b21f1&forumName=Dynamics%20365%20for%20Finance%20and%20Operations

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    Beth Zapadka
    ERP Functional Expert
    Glentel Inc.
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    Academy - Online Interactive Learning from Experts


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