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DebPNH
Level 2

Aging Detail Report layout by columns?

Has anyone found a solution for the Aging reports Detail to be presented by columns aging buckets like the summary one is presented? My boss hates this report and I don't blame her. We have 20 pages of open payables and its very difficult to see a whole picture when decided what to pay. The summary report should be expandable. Quickbooks is the only program I have ever seen present it this way!

6 Comments 6
FateCandylaneT
QuickBooks Team

Aging Detail Report layout by columns?

Let me ensure you can deliver your insights directly to our product engineers so they can include your suggestions in future product updates, DebPNH.

 

In QuickBooks Desktop, customizing layouts of the Aging Detail report into columns by aging buckets, is currently unavailable in the program. I recognize the efficiency of how this workflow helps your business to keep track and manage payables in your account. However, this column layout is applicable for Aging Summary reports.

 

For now, I recommend sending this relevant feature request directly to our product engineers so they can include your suggestions in future product updates. Here's how to submit feedback:

 

  1. Go to the Help menu at the top and select Send Feedback Online.
  2. Click on Product Suggestion and enter your feedback or suggestion.
  3. Once done, click Send feedback.

 

To be updated with our latest news and updates, including product improvements, I'd suggest visiting the What's New section on your QBDT account or opening this link to view our product update blogs.

 

In addition to that, you may also utilize the Aging Summary report and double click on the transaction to view a detailed report entries under that specific aging bucket.

 

Furthermore, you'll want to review and reconcile your accounts to ensure they always match your bank and credit card statements. This way, your books are recorded accurately.

 

Feel free to get back to this thread if there's anything else you need additional assistance managing aging reports in your account. We'll be glad to help you. Keep safe!

FishingForAnswers
Level 9

Aging Detail Report layout by columns?

@FateCandylaneT  Whoever is editing the support staff's post, please rework the following part:

 

"I recognize the efficiency of how this workflow helps your business to keep track and manage payables in your account. However, this column layout is applicable for Aging Summary reports."

 

I don't know who is writing your scripts, but even by business gibberish standards, this is bad.

BigRedConsulting
Community Champion

Aging Detail Report layout by columns?

I think they use a custom "word salad generator" app to write this stuff. I believe it takes a normal sentence and then substitutes every preposition with a different one, then also replaces common words with formal ones, and then randomizes the word order, adds random commas, and then bolds some words just for kicks.

BigRedConsulting
Community Champion

Aging Detail Report layout by columns?

@DebPNH  RE: Has anyone found a solution for the Aging reports Detail to be presented by columns aging buckets like the summary one is presented? My boss hates this report and I don't blame her. We have 20 pages of open payables and its very difficult to see a whole picture when decided what to pay.

 

Well, it's a detail report, so it's going to show one row per transaction. And so I don't know how it could get shorter. How do you imagine it should be structured and still show the details? Maybe there's a way...

DebPNH
Level 2

Aging Detail Report layout by columns?

I don't have to imagine anything, I have seen it in living color over the 35 yrs plus I've been doing accounting

yes row by row detail but column represent 30, 60, 90 days etc vs listing in sections on a row. Again just like the summary layout columns but expanded to detail level by row

BigRedConsulting
Community Champion

Aging Detail Report layout by columns?

RE: I don't have to imagine anything, I have seen it in living color over the 35 yrs plus

 

Well, I've never seen it and I've been working in accounting for about the same length of time.

 

Putting the amounts due in columns wouldn't make the report shorter (right?), but I guess then it'd be easier to see the portion of each customer's overdue balances when in which aging bucket. Is that what you want?

 

Maybe if you provided an example report that would help others understand.

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