We are relatively new to Acumatica and we are looking for an easy way for our AR people to see what a customer owes in each of the aging buckets when they call to make a payment. Most of our customers have consolidated accounts - meaning one parent account with a number of children accounts rolling up to the parent. When a customer calls in to make a payment we are not able to easily see what they owe as a function of aging. All we get is a balance amount which includes everything including the invoices that will appear on next months statement. Ideally we would like to be able to go to the customers screen (AR303000) see what they owe in each of the aging buckets then click the Create Payment action which opens the AR302000 screen and have it show the aging amounts for the customer there as well. Right now we have to bounce around between various reports, write down the amount and then go to the payment screen and create the payment. Has anyone heard of or done anything with displaying aging information on AR302000 or AR303000? I have included a screenshot mock up of what I am trying to accomplish. Any help or thoughts on this would be greatly appreciated.
Best answer by JKurtz29
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