Our A/R reports break out by property. For collections, I need the totals rolled up to the parent company. For example, a property management company with 15 properties should show one total balance, with its properties and invoices listed underneath.
Ideally the report would:
- Group by company, sorted by total balance (highest first)
- Show each property's invoice #, invoice and due dates, original amount, remaining balance and days past due
- Include aging buckets: Current, 1-30, 31-60, 61-90, 90+
- Filter by account manager, aging period or customer
- Export to Excel and save for reuse
Is there a standard report that does this, or a way to build it with custom reporting? Any setup tips are appreciated. Thanks!
