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
Scroll to the bottom to find the Numeric Filters
- 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