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Statement of Accounts


zalephoto
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I have successfully laid out a statement using a portal to list all of the client's outstanding invoices. The portal row contains:

Invoice date, Invoice Number, Job description and Invoice amount.

My problem is the following:

How do I break out the amounts in the portal and total them into separate areas (on the statement)for

30 Days

60 Days

90 Days

120+Days

Obviously given the fact that I have successfully bloodied myself I now realize this formula(?) Is beyond my reach. I am hoping I can receive some help. Thanks.

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First, you really want to print this statement from the related file, not from the main file using a portal. In the related file you can sort and summarize to a report with multiple levels of subsummaries. You can then have a client subsummary (leading and trailing) and subsummaries by period. To break the invoices into aging groups, create a calculation:

Aging Group (calculation, number) =

Case(

Today - InvoiceDate < 30, 30,

Today - InvoiceDate < 60, 60,

Today - InvoiceDate < 90, 90,

.

.

.

,"")

Sort and subsummarize by Client first and Aging Group second.

-bd

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