Aging buckets By customer account aging report

[Miaaap24]

Could I possibly get help with creating an account aging report with basic balance information.

Account number, invoice, due date and invoice amount.

Account list with aging buckets of current, 31-60, 61-90 and over 90 days.

What would be the appropriate steps to calculate the balance by account within the aging buckets?

TIA!!

 

[awoohaw]

welcome to the forum.
When you say 30/60/90... are you actually talking about 1/2/3 months? A transaction due on 10/30 is past due 90 days at 1/29? is it a 90 then, or not until 2/1?

As far as "by account withing the aging buckets"... do you have the same account number multiple times? So are you asking for dues dates of the invoices?

 

[Alex Blakenburg]

Can I suggest you start with this ?
Video is 8 Mins long
Personally I would not put Today in the formula. I would put that in a cell and refer to that cell in the formula.
Label the cell either just Date or something like Balance Date or As At Date.
That way you can control the date at which the overdue balance is calculated when you need to (and often when you are testing you want to be able to specify the date)