AR Roll Forward Report

This article describes a 2024 planned feature delivered through the myAvatar Product Roadmap. This information is subject to change.

What are we doing?

Introducing a new product report titled AR Roll Forward Report. 

Why are we doing it?

To provide better reporting on Accounts Receivable balances from month-to-month. 

How are we doing it?

Developing a report that can be generated for a single accounting period. The report will display the AR balance at the beginning of the accounting period, a list of all transactions that impacted the AR throughout the accounting period, and what the AR Balance is at the end of the accounting period. This will allow end users to run the report for historical accounting periods.