Aging Report As of Date

savvy · Post by **savvy** » Thu Jul 31, 2008 3:59 pm

Today, 7/31/08, I ran an Aging Report. The report states "As of 07/29/2008."
The date of the report states 07/31/2008.
Why isn't it as of today's date?

Cheers!!
Savvy

jclaydds · Post by **jclaydds** » Thu Jul 31, 2008 4:17 pm

I suspect you didn't update your aging of your accounts before you ran the report. I believe the 7/29/2008 date is the last date you updated the aging of the accounts. The 7/31/2008 is the the actual date you ran the report. If you update the aging, I suspect the dates will be the same (today).

Jeff

Post by **jordansparks** » Thu Jul 31, 2008 7:17 pm

You must be using monthly aging instead of daily. With monthly aging, you have to be more careful to change the aging date when you run it.

savvy · Post by **savvy** » Thu Jul 31, 2008 7:28 pm

How can I tell if I'm set up for monthly or daily aging?

Yes, i did not update, that fixed it.

Cheers!!
Savvy

Post by **jordansparks** » Fri Aug 01, 2008 6:43 am

In the misc setup window, there is a toggle for daily vs monthly aging. It should correspond to your billing strategy.

savvy · Post by **savvy** » Fri Aug 01, 2008 8:24 am

Thanks...it's not checked.

Cheers!!

Open Dental

Aging Report As of Date

Aging Report As of Date

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Re: Aging Report As of Date

Re: Aging Report As of Date