Hi! I just took over AR and can’t seem to find an “easy” Excel report for my AR Aging.
The ones I have pulled don’t have the Vendor Name on the same line as the invoice detail. Does anyone have an easy solution?
Thank you so much!
Answer
AR Report in Excel
Best answer by Laura03
Hello,
It’s easy to copy the name and ID when you download Acumatica Report Designer and use it to edit the report. Instructions for downloading the report designer can be found in this prior post:
I’ve attached a copy of AR Period Sensitive Aging with the customer and name in line with the documents, to get you started.
Laura
+19Hello,
It’s easy to copy the name and ID when you download Acumatica Report Designer and use it to edit the report. Instructions for downloading the report designer can be found in this prior post:
I’ve attached a copy of AR Period Sensitive Aging with the customer and name in line with the documents, to get you started.
Laura
~ Laura Barber, WM Synergy
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