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Aged Debt Report by Customer Analysis Code

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PCSatSTC
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Aged Debt Report by Customer Analysis Code

Post by PCSatSTC » 19 Jul 2019, 12:00

Running Sage Pro V24. We have separate responsibilities for different types of accounts in our Sales Ledger. We can see the three user 'Analysis Code's' that are available that we can use to assign individual accounts for chasing debts. However we cannot see an Aged Debt Report that allows us to print an aged debt for one, several or all accounts by Analysis Code. Are we missing something or is there a way to achieve this objective through modifying existing reports (no one in the company has any experience of Report Designer)?
Many thanks for any help.

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brucedenney
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Re: Aged Debt Report by Customer Analysis Code

Post by brucedenney » 22 Jul 2019, 09:23

Hi PCSatSTC

The way to achieve your desired result is to make a filter/search ion the customer ledger to filter down your view to only show you the group of customers for that person.

If you then run a report with that search/filter applied you will get your report for just those customers.

Bruce
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PCSatSTC
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Re: Aged Debt Report by Customer Analysis Code

Post by PCSatSTC » 22 Jul 2019, 14:09

Many thanks. Just tested this and it works a treat. Patrick

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brucedenney
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Re: Aged Debt Report by Customer Analysis Code

Post by brucedenney » 22 Jul 2019, 14:52

Glad to be of service.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.

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