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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.
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.
I completely agree. This makes balancing a nightmare!