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Status Answered
Created by AgExpert Support
Created on Nov 7, 2023

Disqus Agexpert Accounting Questions Archive

My A/R and A/P carries from a previous year, when I go through my vendors or customers I don't see outstanding balances but on the balance sheet there is a balance.
I can see on the reports that it shows from a previous year.
How do I get reports that show what makes up the full number, not just the current year portion?

  • ADMIN RESPONSE
    Feb 10, 2025

    Good afternoon Shelah!

    This is going to depend if you are on the online or desktop version of the software. On the desktop, dates are pretty free-form due to the database structure, so you can stretch your dates out to include previous years. On the online version, the database is a lot tighter, so if you need prior year information, you do need to access the prior year to get it.

    If you could provide which version of the software you are on, I can definitely provide more detailed instructions to get the info you need!

    Thanks!

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