Could a TERM filter be added to the AR Aging report?
Date
Votes
5 comments
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Adam Sentz Kathleen Gustafson - Would being able to filter invoices attached to a specific term work?
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Kathleen Gustafson 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.
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Adam Sentz Kathleen Gustafson - Can you provide a bit more detail about what you need to do so we can make sure we're understanding correctly?
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Kristine Gripp 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.
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Vladimir Rudenko I would like to renew the request to have the Aging report be customizable by term, including a range of terms. That way an aging report could be seen that contains balances only form a set of terms (for example, a single academic year). Thank you.
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