I have entered opening customer balances from another system into the "opening" tab. How do I assign dates to these opening balances to correctly show them when running an aged debtors report? Presently none of these opening balances show when I run an aged debtors report.
Creating opening balances for customers
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#1 Posted by Admin Support staff on 03 Feb, 2013 11:26 AM
Hi John,
I'm afraid the aged debt report can currently only show information about the sales raised for the customer in Easy Books. Because there is no date associated with the opening balances, the app can't display the debt in a known column. However, having run the report myself with a new customer given an opening balance, I can see that the app should make the assumption that the opening balance applies on the date of the first transaction. That would make the most sense, and so the app should be able to represent the balance in one of the time slots after all.
I will pass this on and see if we can get this changed for you. Sorry about that,
Mathew
#2 Posted by DONNA on 03 Feb, 2013 11:57 PM
Interested in this topic also.
Admin closed this discussion on 20 Feb, 2013 12:57 PM.