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Reports: Aged Accounts Receivable report shows balance due for the specified date range even if it's been already paid

A/R should be able to be pulled on any given date and it should always be the same. If someone owes $10 today, and pays it tomorrow, if I pull the report as of today it should still show they owe $10. It is changing A/R retroactively which makes it impossible to balance numbers monthly. (Ex. Jan 31 A/R + Jan Net Sales - Jan Payments and Account Adjustments should equal Feb 28 A/R). Currently, if someone pays Feb 1 a balance due in Jan, the Jan 31 A/R has now changed and numbers will never match.


  • Guest
  • Oct 16 2020
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  • Guest commented
    May 10, 2023 14:06

    We are new to Neo and have just learned of this issue today. Total nightmare. This report should be a historical record of accounts receivable as it implies by allowing users to select a date.

  • Guest commented
    June 07, 2022 13:32

    I completely agree. This makes balancing a nightmare!