Is there a configuration option to change the Aged Receivable Report to age based on INVOICE date instead of DUE date? Or would this need to be a custom modification?
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Why not just click "X Unpaid Invoices" from the main Accounting dashboard and sort by Invoice Date?
You can even group them by month:
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Much appreciated! I'll pass this on to our accounting group for them to try.
I was able to export this list to Excel, then add 2 columns/formulas, followed by a PivotTable to get the format we're used to.
The first formula calculates the # of days from today to the invoice date in column E2:
=TODAY()-E2
The second formula creates a string for the different "buckets" that we want to pivot on:
=IFS(F2<30,"0-30",F2<60,"31-60",F2<90,"61-90",F2>=90,"90+")
Once those 2 columns are added, it's just a simple PivotTable with the partner as the column and the Bucket as the row and the open invoice amount as the value.
Thanks again for getting me on the right track!