Receivables, sales, purchases and custom reports
Use the report matching the question: statements for movements, aging for maturity, sales/purchases for analysis, custom reports for chosen columns and filters.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- For collections, inspect balances, aging, open invoices and unallocated payments together.
- For sales and purchases, choose party, item or employee analysis and inspect discounts and returns.
- In custom reports, choose data, columns and filters, then test results before saving the definition.
- If scheduling, inspect recipient, channel and time; check the outcome in delivery history.
Watch this distinction
Saving a report definition does not activate delivery scheduling. A snapshot reflects creation-time data, not perpetual live updates.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.