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tmbircher
Canine II

Aging Report Question

How do I print a list of all accounts aging WITHOUT balances that are pending insurance claims?

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Re: Aging Report Question

Click Reports in the main menu bar.

Select Account.

Select User-Selected. The User Selected Reports list is displayed.

Click Add or press <A> to add a new report. The report title window is displayed.

Enter the desired report title in the space provided.

Click OK. The Account Selection Criteria is displayed.
Double-click on Account balance.

Select EQ from the top box labeled "Op". leave value 1 as 0$

Click OK to return to the Account Selection Criteria window.

Double-click on Insurance balance.

Select NE from the top box labeled "Op".  leave value 1 as 0$

Click OK to return to the Account Selection Criteria window.

Double-click on “User Codes*EQ or NE”.

Select NE from the top box labeled "Op". Set Value 1 to I ( letter i to exclude inactive accounts from the search )
You can select what information you want to be printed on the report by double clicking on the criteria and adding a check mark to print box then ok

Click OK to return to the Account Selection Criteria window.

Click OK at the bottom of the Account Selection Criteria list window.

Click Yes to save the new report setup.