Menu Path: Customer > Query / Reports > Historical AR Balance
- Select ‘Company'; Company → base on permission under Customer (Permission)
- Select Type of account; → personal or corporate under Customer Maintenance
- Select Customer Type;Select a date to set Balance As At;Type → base on drop down list under Drop Down List
- Key in date under Balance As At
- Tick options to include CM from AR Bad Debt Relief and AR Bad Debt Recovered → by default is EXCLUDE
- Click 'Generate Report Now'.
- Click View AR, the screen will jump to AR Transaction screen.
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- Click Printable Page → to print current columns
- Click Printable Page 2 → to print without customer PKID
- Click Export Excel xls file → to export current columns to excel file
- Click Export CSV → to export current columns to CSV file
Related Wiki Pages:
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