Year-End A/R Value Report

A/R Value (As Of Date) Report

The A/R Value (As Of Date) Report will provide you with both a Current A/R Balance and an “As Of” balance for the date you enter/select.

To Run Your Report:

1. Click on Views –> Reports

2. Click on A/R –> A/R Value (As Of Date)

3. Select/Enter your As Of Date

4. Select Output option of Detail to get a list of all customers with a balance on the As Of Date

5. To open as a spreadsheet versus a PDF, you can opt to select Export As CSV

6. Click the Run Report button: