I used to be able to easily create reports with v4 but it seems this isn’t yet implemented in v5 or am i missing the point? I used to be able to generate a report for the past year showing paid invoices across all currencies.
Will this feature end up in v5 eventually?
This is possible in the v5 reports, you can now set per column filters.
Sorry, I didn’t see that filter, was looking everywhere except there
Please allow me a few related follow-up questions:
What exactly does age mean? Its pretty messed up. Maybe the import from v4 to v5 did this?
After an export to CSV - why is there currency in a date field, why is the age a date and what is column “h”?
Meanwhile I figured out age is shown as “days overdue” apparently.
But all the rest makes me doubt my move to v5 I mean I use these reports and the invoices for tax declarations and I need them accurate.
Any hints regarding my questions? The migration went smooth and the report said nothing was wrong:
ok, I can explain this:
The invoice was for “R1,576” and Excel used the “,” thinking it indicated a different column
Thanks, that should be easy to fix
Here is another related question, maybe I am wrong about this but I am simply trying to understand how IN v5 works.
Does it really make sense to add up the age of all invoices?
And if I filter by the age i.e. 0-30 days what is that age value of 0.235… meant to tell me?
Are you sure it’s the sum, it may be the average?
Ah, I see, so that is the average age of unpaid invoices, it seems to only calculate it for those.
I think that’s correct, paid invoices have an age of 0 since they are no longer due