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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Aged Debt Report by Customer Analysis Code
- brucedenney
- Site Admin
- Posts: 4619
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Aged Debt Report by Customer Analysis Code
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
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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Re: Aged Debt Report by Customer Analysis Code
Many thanks. Just tested this and it works a treat. Patrick
- brucedenney
- Site Admin
- Posts: 4619
- Joined: 28 Feb 2006, 09:56
- Sage Version: v28 UK/Europe/Africa
Re: Aged Debt Report by Customer Analysis Code
Glad to be of service.
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