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Status Already exists
Categories Account Receivables (A/R)
Created by JillianG JillianG
Created on Oct 29, 2025

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Adjust Aged AR Balances Report to allow a date range

When running the Aged AR Balances Report, we can only see it as of today's date. Add a filter so we can adjust the dates

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  • Admin
    Tom Hinds
    Dec 3, 2025

    It sounds like you're describing the Aged A/R Balance by Date report, which currently exists. Maybe someone has rearranged or deleted reports in your installation.

    To find the report:

    1. Select Reports > All Reports.

    2. At the bottom of the Report List, mark Show "All Reports" group.

    3. At the top of the Report List, switch to the All Reports group.

    4. Look for the Aged A/R Balances by Date report.

    If the report doesn't exist in your installation:

    1. Click the plus sign on the toolbar to add a new report.

    2. Mark the Add a specific standard Report to the Report List option and click Next.

    3. Double-click Aged A/R Balances by Date from the list and add it to a group on your report list.

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