AP aging sorts by Month then Transaction Number. I don't understand why it won't sort by Invoice Date like almost every other system on the planet. When we get statements from Vendors they are by Invoice Date since THAT IS WHAT THE AGING IS BASED ON! It doesn't age things based on when they are entered in the system or a transaction number. When you have 5 project managers approving invoices from a company in which you receive hundreds of invoices from it's not practical to save them all up and enter them in date order nor is it efficient. I'm confident this is an extremely easy fix but Viewpoint would rather charge us for a Custom Report? Seems like that is a pretty normal answer to get more money out of customers.
Guest
| Company | McCabe Construction, Inc. |
| Job Title / Role | CFO |
| I need it... | 3 months |
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The more helpful one would have been AP Drilldown.
[cid:DawsonGreen348x56_255b1002-28ae-4286-b338-f8d9fe9c072a.png]
KEVIN LYNCH
T | 360.756.1000
F | 360.756.1001
www.dawson.com
Quality People, Quality Work
Is this supposed to be working already?
You all just made me laugh ~ we too have paid for so many reports that are what any normal accounting person would expect and what are in what VP considers inferior. Sad... but glad I am not alone.
We added an option to sort AP Aging reports by invoice date in 6.17
Yes this would be a big help in keeping track of our due dates and aging report! Not only on the aging but in other reports it would be great to be able to sort by the date.
I would love by invoice date.
Targeted for 6.17
We have vendors with net 10, net 15, net 30, net 45 and met 60 terms, the Invoices need to be sorted by due date, please.
In addition to sorting by date order, it would be advantageous to have an option to choose a criteria which will limit the invoices that are included in the report instead of the full open payable list.
RE: Due dates.
For us if would be great to pull over by due date. Especially since we pay the majority of our bills on the 10th of the month.
Beverly
Yes we are talking about sort order only
Beth Moore
bmoore@willmar-electric.com
[Description: Description: cid:image003.png@01CCED88.5B395180]
WILLMAR ELECTRIC SERVICE
Design. Build. Beyond.
(320) 235-4386 Office X104
(320) 262-5406 Direct
Invoice date would be great....I am one of those that do sort by due date also.
Beverly Welch
Pine Bluff Sand and Gravel Co.
Perfect.
Susan J. Milner, CPA | Corporate Controller | Eldeco, Inc.
Phone: 864-312-9896 | Fax: 864-277-8464
Corporate Office | 5751 Augusta Road, Greenville, SC 29605 [cid:image001.gif@01D21B4E.75FB7AE0]
[cid:image002.png@01D21B4E.75FB7AE0] [cid:image003.png@01D21B4E.75FB7AE0] [cid:image004.png@01D21B4E.75FB7AE0] [cid:image005.png@01D21B4E.75FB7AE0] [cid:image006.png@01D21B4E.75FB7AE0]
By the invoice date, the due date can be changed depending on the agreement per job. All vendors statements are by invoice date.
Tammy Hewitt / Accounting Dept.
Thewitt@eglass.net / accountspayable@eglass.net
Emmitsburg Glass Co.
www.EmmitsburgGlass.com
Po Box 346 , 100 Creamery Court
Emmitsburg, MD 21727
Ph: 301-447-2245 ext.1012 Fax: 301-447-2316
That is correct. Sort order by Invoice date.
I want to be clear, we are discussing sort order only and not selection criteria that limits which invoices are included in the report. We will preserve all existing selection criteria, and add a sort option for Month/Trans# or Date. If the Date sort order is selected, then the report will print invoices in either Invoice Date or Due Date order (oldest to newest) based on your choice for Aging (i.e. if aging on Invoice Date then detail will be printed in Invoice Date order, if aging on Due Date then detail will be printed in Due Date order). If the Month/Trans# sort order is selected then the report(s) will print as it/they do today.
The invoice date because the due date can be modified by user depending on when they want to pay that invoice. Most Vendor statements are done in the order of invoice date.
I think a sort by invoice date selection AND a due date selection would be advantageous. Maybe a choice on a click button that could be saved in the reports menu…
Beth Moore
bmoore@willmar-electric.com
[Description: Description: cid:image003.png@01CCED88.5B395180]
WILLMAR ELECTRIC SERVICE
Design. Build. Beyond.
(320) 235-4386 Office X104
(320) 262-5406 Direct
I believe that it should still be sorted by invoice date. Managers often ignore the due date when selecting invoices to pay. There are many reasons for them to do this: A vendor offers a one-time discount to get early payment, a due date was keyed wrong, cash flow problems prevent paying on the due date.
Susan J. Milner, CPA | Corporate Controller | Eldeco, Inc.
Phone: 864-312-9896 | Fax: 864-277-8464
Corporate Office | 5751 Augusta Road, Greenville, SC 29605 [cid:image001.gif@01D21B4E.75FB7AE0]
[cid:image002.png@01D21B4E.75FB7AE0] [cid:image003.png@01D21B4E.75FB7AE0] [cid:image004.png@01D21B4E.75FB7AE0] [cid:image005.png@01D21B4E.75FB7AE0] [cid:image006.png@01D21B4E.75FB7AE0]
We're ready to go to work on this, but need a last minute clarification. Is there any value to sorting on Due Date (e.g. when aging on Due Date), or should the sort be limited to Invoice Date vs. Month/Trans# regardless of the choice of date for aging?