AGED debtors report at specific time to agree to balance sheet

Support
1

I am just completing year end accounts to 31st May 2025, and I need to run a debtors list that agrees to the balance sheet. I can not see a report to run retrospectively with date at 31st May (Year end date). In other software packages it is pretty standard, but I can’t see where the report is in Quickfile.

Thanks

2

Hello @filfoot

You can find this report at the location below

Reports > Show all Reports > Other Tab > Debtor / Creditor report

3

Hi Steve,

I’ve seen that report but I can’t see where to set the date to run to the year end 31/05/2025. Basically I am looking to run a debtors list with all invoices and receipts up to 31/05/25, but excludes later invoices credit notes and receipts..

Thanks
Philip

4

Hello @filfoot

You enter the date here

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You can then export the report.

5

Fantastic, thank you so much, appreciate your help.