Name of Feature/Request: AP and AR aging detail report with ability to export details to PDF
What financial, time savings, or quality of life improvements will occur from this: Customer is looking to have the AP aging details report to look in a specific format, grouped by customers and showing aging periods in columns.
Customer is also looking for the export data to show the company name(Header) as shown in the reference image. | Frequency: Every week | Requested format is accepted reporting with customer bank on a daily basis for LOC borrowing, create report manually, not user friendly like Sage is
Attempted Solutions So Far: Create report manually, To use the existing AP aging report, tried creating a custom report but since customer wanted aging column which was not one of the available columns that was not successful
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Building a custom report to on AP aging and bills due | Previously accomplished: Customer was using a simple sage system previously
StrivenID: 4498557