Run the Aged Payables Detail report (New)

Run the Aged Payables Detail report to display information on individual bills, credit notes and overpayments owed by you, and how long these have gone unpaid.

   Video: Aged reports (1:53)

About running the Aged Payables Detail report

The Aged Payables Detail report is an improved report. It replaces the Accounts Payable Invoices report, which you can still run. You'll need to use this older version of the report if you'd like to see foreign currency conversion details.

Accounts Payable Invoices report

Choose which information you display in your report:

    • Choose ageing by invoice date or due date.
    • Change ageing periods.
    • Choose additional display information, for example, add mobile numbers or outstanding GST to the report.
    • Group information, for example, group by contact.

For best results, run the report after you've entered purchases and reconciled your bank accounts.

Run the Aged Payables Detail report

  1. Go to Reports, then click All Reports.
  2. Under Purchases, click Aged Payables Detail (New).
  3. Choose a time frame or select a date, then click Update to view your report.

Refine your report's settings

Click Report Settings to refine your report.

Image showing report settings fields.

Ageing Periods

The number of ageing periods (columns) to display, and the timeframe each period covers.

Image of the Report Settings opened and General options displayed.

Show or hide decimals

Numbers will show to 2 decimal places by default.

To show only round numbers, click to clear the Show decimals checkbox.

Group data and select columns to display on the report

Select an option from Layout to group and subtotal information on the report. Select Standard for no groups.

Select checkboxes for columns you wish to show on the report. Clear a checkbox to hide a column.

Display column options explained

  • Phone
  • The phone number entered under Telephone in the contact record. Not the phone number entered under Direct Dial.

  • Planned Date
  • The planned payment date entered on the Purchases screen, or the due date, if you haven't entered one.

  • Primary Person
  • The name entered under Primary Person in the contact record.

Apply filters

Click Add a filter and select a column to filter by, then enter or select details.

As you add more filters, the report displays results based on all your filters combined.

When you update the report, the filters show at the top in a text block you can edit or delete.

Edit, move or delete text blocks

Click Update to run and view

After you've made your choices, click Update to close Report Settings and view your report.

Image of the Aged Payables Detail report.

Sort and reorder columns

Once you've run your report and refined your results, you can:

  • Sort the report in ascending or descending order of the data in any column by clicking on the column heading.
  • Reorder the columns by dragging and dropping them into a different order.

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Publish a report