I am working with a client who's books are several years behind. I am now working on Accounts Receivable and trying to determine how to create a report that will show me the outstanding balances for new customers by year.
I have run the reports for 2017, 2018, and 2019. On each report are the customers with outstanding balances but several customers have outstanding balances from previous years. How do you create a report that will show just the new customers for a particular year? I also realize that some of the customers from 2017 are from previous years and I will have to review each customer and determine how to close out any outstanding balance on the account.
I hope I explained this so it is understandable.
Thanks for your help and guidance with this.
EJ