Report listing due dates for purchase invoices

1

I am a relatively new desktop user for my family business. I have looked for an answer to my question and apologize if this is a repeated topic. I am interested in generating a report that will list current payables with their due dates. The aged payable report lists by “coming due” but I would like specific due dates. Am I missing something? Am I able to customize and make this happen? Thanks.

2

Not sure about a report but if you go to the Purchase Invoice tab, then click on the heading “Status” that will sort payables by their “Due in x day”

3

Thanks for the reply. Sorting the status column is a helpful feature, but I would much prefer to have the exact due date information available in report form. Perhaps there is another alternative?

4

Aged Payables format cannot be changed. It is a retrospective report, not a prospective one. However, you can export the Purchase Invoices tab and manipulate as desired in a spreadsheet.

5

Thanks for the idea, I will try working with that. I appreciate your reply.

6

Check the latest version (16.4.15). Then go to Reports tab, then Custom Reports and type:

SELECT * FROM PurchaseInvoices WHERE BalanceDue > 0 ORDER BY DueDate

This will show list of purchase invoices where balance due is more than zero sorted by due date.

7

This feature (to be able to write such queries) was taken out, correct? I would like to see a due date column, or be able to sort by due date. Is there a way to write queries? Is there a way to customize columns?

1 Like
8

No, it was greatly enhanced. Read the Guide: Create custom reports | Manager.