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Accounts Receivable Rollforward

  • Michael Godbout shared this idea 3 years ago
  • Reporting
  • 3 Comments


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There are many, many deficiencies in WHMCS reporting. I saw someone suggested the ability to generate a detail Accounts Receivable Aging. This would be very beneficial, but I need something more. I actually figured out how to run an detail AR aging as of a specific date. I've proven that it is correct. It requires Moldule Gardens Report Generator, or you can do it manually in Excel. Either way it will not include prepayments,. which it should. The AR summary aging in reports also does not include prepayments.

However, when I try to rollforward from one AR aging to another I run into difficulties. There should be a canned detail report which will roll forward accounts receivable. It's format would be Beginning Balance, Invoices, Credits, Write Offs, Payments, Refunds, and Ending Balance. In general I am having to piece together reports to roll AR and I run into issues every month.

4 Comments

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willstone commented 1 week ago
WHMCS reporting has significant gaps, particularly in Accounts Receivable (AR) aging. While detailed AR aging is possible using Module Gardens Report Generator or Excel, prepayments are excluded, complicating rollforward analysis. A standardized report with Beginning Balance, Invoices, Credits, Write-offs, Payments, Refunds, and Ending Balance would simplify https://sexdolltech.com/product-category/us-warehouse/ AR tracking and monthly reconciliation.
Freddie Simmons commented 3 weeks ago
The idea of having an accounts receivable rollforward feature in WHMCS is fantastic. It would simplify tracking payments and outstanding balances, especially for businesses managing multiple accounts. Tools like this could also benefit industries beyond hosting, including platforms like https://crazygames.gg/ that deal with online transactions and account management. A streamlined feature like this could save time and improve accuracy for everyone.
hebemiley commented 30th July
One potential solution is to create custom reports through WHMCS's custom report functionality or by leveraging third-party modules that provide enhanced reporting capabilities. Join https://amongusonline.io to understand more.
juliafrisk commented 2 weeks ago
@hebemiley, I don't see any option, but from what you can read at https://chi-nese.com/ it does provide enhanced reporting capabilities.