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Question

Aging in Customer Statement of Accounts

  • June 7, 2024
  • 3 replies
  • 117 views

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Hi All,

Is there any setting in IFS Application to pre-define the Aging Periods which we have show below without filling it manually when executing report?

 

Regards,

MalinG

3 replies

TimeMarBou
Hero (Partner)
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  • Hero (Partner)
  • 108 replies
  • June 7, 2024

Hello,

Not possible.

By standard you can setup the “Selections” Template. Only that:

 

Regards


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  • Superhero (Employee)
  • 1111 replies
  • June 17, 2024

Hi, 

You can run the report from the reports screen. In this you will see a list of all IFS reports. Filter for this report. 

Make your selections including the aging buckets.  Don’t run it. Before running look to the option at the bottom left side - add to navigator.  This will add a default selection and other data (such as the aging buckets) to your version of the report found on the navigator. Suggest you save to navigator with a different name -  My customer statement or similar. 

Best regards, 

Thomas

 


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  • Sidekick (Partner)
  • 16 replies
  • December 9, 2024

Hi ​@Thomas Peterson I cannot see this Add to Navigator option in cloud.Are there any other ways to keep the aging buckets saved in customer statement of accounts in cloud?

 

Thank you.

 

Best Regards,

Prabha