Step 15. Print an Aging Report
Are you deleting history? If you are planning on deleting history, complete Steps 15-18. If you're not deleting history, you're done with the Accounts Payable Year-end Checklist. [MP4]
Print the Aging Report by invoice date to review unpaid balances. The Aging Report is aged by invoice date, not by GL period.
How do I print a year-end Aging Report?
1. Open Connect Accounts Payable > Reports > Aging Report.
2. Use the Title box to select Aging Report - By Date Using Invoice Date [Caselle Master].
3. Change the Report Dates box to select 12/31/YYYY.
Aging Report
4. Click Print (CTRL+P).
After the report prints, set it aside. Continue to Step 16. Print an Open Purchase Order Report.
202411, 2024Dec13
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