Wise Software Forums

Serving the needs of the swimming pool and spa industry since 1987.
Welcome to Wise Software Forums Sign in | Join | Help
in
Home Forums Knowledge Base

Past due balances

Last post 03-09-2007, 8:59 AM by Steve. 1 replies.
Sort Posts: Previous
  • Past due balances

     02-17-2007, 8:20 AM

    At the end of 2006, I had several customers that had balances 90 days past due. After I closed out the year, and started working in 2007,I had two problems occur. The first problem was that when the customer balances carried over to the new year, their balances showed up as being current, not 90 days past due. I have no way of knowing who was late or current without looking at the aging report I printed at the end of December. Why didn't those balances carry over into 2007 as 90 days past due? The second major problem I had was that when these customer balances carried over from 06 to 07, they showed up in the 'charges/tax report' that I ran at the end of January. I use this report to get my total sales for the month to report to the state for sales tax purposes. These balances from the previous year were obviously not a sale and had to be subtacted form this report, which was a waste of my time. Did I do something wrong or does the part of the program need fixing? 

  • Re: Past due balances

     03-09-2007, 8:59 AM

    • Joined on 10-19-2006
    • Palmdale, CA
    • Posts 81
    • Top 10 Contributor

    The way to solve this issue is to set a filter on totals with the discription not starting with the word Year. This would take it out of your first couple of months aging reports

  • View as RSS news feed in XML
    Powered by Community Server, by Telligent Systems