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GP Receivable Report FOr Outstanding Balances

  • 1.  GP Receivable Report FOr Outstanding Balances

    SILVER CONTRIBUTOR
    Posted Jan 15, 2020 04:44 PM
    Hello,

      Does anyone know of a Smartlist or regular GP report that provides only outstanding invoices? We would need it to not include credit notes, returns,and voids.

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    Erin White-Terrell
    Information Systems Manager
    Messe Frankfurt Inc.
    Atlanta
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  • 2.  RE: GP Receivable Report FOr Outstanding Balances

    Posted Jan 16, 2020 02:05 AM
    Hi Erin,
    Under the Receivables Transaction section of the Smartlist, use these search parameters:
    Current Transaction Amount Is Greater Than 0
    Document Type Is Equal To Sales/Invoices

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    Michelle McGreer
    Efficient Collaborative Retail Marketing Company, LLC
    Solon OH
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  • 3.  RE: GP Receivable Report FOr Outstanding Balances

    GOLD CONTRIBUTOR
    Posted Jan 16, 2020 02:30 PM
    Most of the receivable reports will allow you to exclude credit memos.  Here is a screen shot of one of those using the reporting services.  It exports nicely to Excel if you like.
    Reporting Services


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    Michael Taranto, CPA
    President
    ERP Consulting, LLC
    Pataskala, OH 43062
    614-342-0098 mtaranto@erpconsultingLLC.com
    erpconsultingllc.com
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