Could a TERM filter be added to the AR Aging report?
Kathleen Gustafson - Would being able to filter invoices attached to a specific term work?
We would then need to apply what invoices have been paid, and which ones haven't.
We need to know what payments are outstanding at the end of a given time period for a report that our academic side needs to do for VA reporting.
Kathleen Gustafson - Can you provide a bit more detail about what you need to do so we can make sure we're understanding correctly?
We can run reports that show an "as-of" balance due and other reports showing invoices for a term still due but seemingly no easy way to go back in time to see what was owed as of a certain date for a specific term. There's the 85/15 Veteran Affairs report where we need to report quarterly and part of their report requires us to know who owes a specific term balance as of a certain date (on a student level). I was able to piece together a likely good guesstimate of that going between 2 reports, but if it's an easy add to include the term in the Aging report, that'd be super helpful.