Focus on Overdue Receivables

Filter Aged Debtors to Focus on Large and or Overdue Balances

Set a Filter to report on only certain overdue or large invoices.

To filter Aged Debtors to only report on say invoices that are more than 60 days past their due date:

Set a numeric Filter

Filter.png

 Scroll to the bottom to find the Numeric Filters

Numeric_Filter_-1.png

  • Choose "days since due" or "days since invoice"
  • Choose > or Between to 
  • Enter # of days 
  • Click Done
  • Save your report as a new Favourite

 Set up multiple Filters

  • Add another Filter to show only invoices over $1000

Numeric_Filter_-_2.png

Resulting Report

AR_Focus.png 

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