Balance Sheet Report: Historical Drill-Down for Customer Credit Line Receivables

When I’m reconciling my Balance Sheet, I need to be able to drill down into details that actually tie out to the numbers shown.

For example, at the end of July my Customer Credit Line Receivables balance shows $3,431.11. But when I click into that balance, I get an AR Aging for all locations, not just the one I’m viewing. On top of that, there’s no way to pick a date for the detail report—so I can’t actually see which transactions make up that $3,431.11 number at the end of July.

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Upvoters
Status

Scoping

Board
💡

Feature Request

Tags

Accounting

Date

6 months ago

Author

Megan LEM

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