How Can I Automatically have the AR Aging Report Saved for Particular Dates?

How Can I Automatically have the AR Aging Report Saved for Particular Dates?

Often times you may need to retroactively view Accounts Receivable balances as of a specific date. 

At this time, the AR Aging Summary will only display current AR balances. While you can pull the data and save it to your records for future reference, you may not always have the ability to do so in real time.

Enterprise + accounts have the ability to Schedule Reports to automatically be sent out on the date of your choice.

By using the Scheduled Reports feature, you can build a history of AR balances on a daily, weekly or monthly basis.




The reports can be downloaded and stored locally, in an admin Matter in Zola, or left in your email for reference.

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