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Printing Accounts Receivable Aging Report in Dynamics GP

The way to print Aging Report for Payables and Receivable is the same in Dynamics GP. Process below illustrate how Receivable Aging is printed.

Payable Aging Path: 
Reports > Purchasing > Trial Balance

Receivable Aging Path:
Reports > Sales > Trial Balance


1.   Always select "Historical Aged Trial Balance" to print, as this allow users to print aging at any target date and even back date. The other aging reports only gives result as at current print date. This applies to Payable Aging too. Select [New] to proceed.




2.   Enter a name in the [Option].
3.  Select the "Enter Date" as the [Print/Age as of] option. This option allows user to change any date that they want to print.
4.  Select [In Detail] if user need to print aging in detail. Detail will include document numbers and document amounts.

     Tip for printing aging:-
        a.  Unmarked the "Credit Balance" if user need to print outstanding balance as at set date, which is the normal aging.
        b.  Unmarked the "Credit Balance"+"Fully Paid Documents"+"Zero Balance" if user need to include outstanding documents with fully paid documents.
          c. Unmarked "Multicurrency Info" if user need to view functional currency together with originating currency.

5.  User can generate aging based on Customer ID, Name, or even Class ID. To filter by these options, after select the range to print, select [Insert >>] to add the requirement to the Restrictions area.

6.   Next, select [Destination] to set how the report should be printed.
7.   Select [Screen] to show the report in the GP screen. Select [File] to have the report export to Excel format. 

8.   Select [Print] to generate the report.

To learn how to export report to Excel, you may refer to the link below:-
Export Microsoft Dynamics report to Excel.


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