Aged Receivables does not match GL Account

If you are on Epicor 9, there is a problem with the Aged Receivables not showing some of the invoices, this was partly fixed in 504C, but only if you age by Invoice date, still not working if you age by Due Date.

--- In vantage@yahoogroups.com, Tom Jankowski <tom.allied@...> wrote:
>
> I'm not sure what version you're on but we ran into a similar problem after upgrading to 803.408A. We tracked our difference back to credit memos that we applied to invoices through the Apply Credit Memo function. Turns out there is a problem with this function in the system where it doesn't apply the credit memo properly causing the aging report to be overstated. The G/L is correct. There is a fix program available for this.
>
> --- On Tue, 11/3/09, Thomas Rose <t.rose@...> wrote:
>
>
> From: Thomas Rose <t.rose@...>
> Subject: RE: [Vantage] Aged Receivables does not match GL Account
> To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
> Date: Tuesday, November 3, 2009, 3:21 PM
>
>
> Â
>
>
>
> I reconcile my AR aging to GL every month.
>
> Look at the GL detail for the period in question. The most likely situation is an entry where someone manually used the AR GL account. All GL entries should either be sourced from the sales journal or the cash receipts journal. Even then, it is possible for one of those journals to contribute to a reconciling item. Try looking at the sources first, though, and see if you find the problem.
>
> If that doesn't identify the problem, I would look at each day's balance and compare that to an aging for that day. You should find that the two balance to each other up until one day. Once you figure out which day contains the problem, review the journal details for that day's GL postings.
>
> Thom Rose
> Controller
> Electric Mirror LLC
> HOTEL LUXURY
>
> "The World Leader in Back-lit Mirrors & Mirror TV Technology"
>
> T 425 776-4946
> A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
> www.electricmirror. com<http://www.electric mirror.com>
>
> Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Randy
> Sent: Tuesday, November 03, 2009 1:03 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Aged Receivables does not match GL Account
>
> The total in our aged receivables report does not match the AR GL Account by several thousand dollars. I recall this happened years ago and we made an adjustment, but I really don't want to do that.
>
> What do others do when this happens? Do you watch it monthly? What might cause this to happen?
>
> Thanks in advance - we don't have an accountant here!
>
> Randy Weber
>
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The total in our aged receivables report does not match the AR GL Account by several thousand dollars. I recall this happened years ago and we made an adjustment, but I really don't want to do that.

What do others do when this happens? Do you watch it monthly? What might cause this to happen?

Thanks in advance - we don't have an accountant here!

Randy Weber
I reconcile my AR aging to GL every month.

Look at the GL detail for the period in question. The most likely situation is an entry where someone manually used the AR GL account. All GL entries should either be sourced from the sales journal or the cash receipts journal. Even then, it is possible for one of those journals to contribute to a reconciling item. Try looking at the sources first, though, and see if you find the problem.

If that doesn't identify the problem, I would look at each day's balance and compare that to an aging for that day. You should find that the two balance to each other up until one day. Once you figure out which day contains the problem, review the journal details for that day's GL postings.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror.com<http://www.electricmirror.com>

Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use


From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Randy
Sent: Tuesday, November 03, 2009 1:03 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Aged Receivables does not match GL Account



The total in our aged receivables report does not match the AR GL Account by several thousand dollars. I recall this happened years ago and we made an adjustment, but I really don't want to do that.

What do others do when this happens? Do you watch it monthly? What might cause this to happen?

Thanks in advance - we don't have an accountant here!

Randy Weber



[Non-text portions of this message have been removed]
I'm not sure what version you're on but we ran into a similar problem after upgrading to 803.408A. We tracked our difference back to credit memos that we applied to invoices through the Apply Credit Memo function. Turns out there is a problem with this function in the system where it doesn't apply the credit memo properly causing the aging report to be overstated. The G/L is correct. There is a fix program available for this.

--- On Tue, 11/3/09, Thomas Rose <t.rose@...> wrote:


From: Thomas Rose <t.rose@...>
Subject: RE: [Vantage] Aged Receivables does not match GL Account
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Date: Tuesday, November 3, 2009, 3:21 PM


Â



I reconcile my AR aging to GL every month.

Look at the GL detail for the period in question. The most likely situation is an entry where someone manually used the AR GL account. All GL entries should either be sourced from the sales journal or the cash receipts journal. Even then, it is possible for one of those journals to contribute to a reconciling item. Try looking at the sources first, though, and see if you find the problem.

If that doesn't identify the problem, I would look at each day's balance and compare that to an aging for that day. You should find that the two balance to each other up until one day. Once you figure out which day contains the problem, review the journal details for that day's GL postings.

Thom Rose
Controller
Electric Mirror LLC
HOTEL LUXURY

"The World Leader in Back-lit Mirrors & Mirror TV Technology"

T 425 776-4946
A 11831 Beverly Park Rd, Bldg D, Everett, WA 98204 USA
www.electricmirror. com<http://www.electric mirror.com>

Note: The information contained in the e-mail, including any attachments, is legally privileged and confidential. If you are not the intended recipient you are hereby notified that any reading, use or dissemination of this message is strictly prohibited. If you have received this message in error, please immediately notify us by telephone at 425-776-4946 and delete this message from your system. Even though this e-mail and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free, and no responsibility is accepted by Electric Mirror LLC for any loss or damage arising in any way from its use

From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of Randy
Sent: Tuesday, November 03, 2009 1:03 PM
To: vantage@yahoogroups .com
Subject: [Vantage] Aged Receivables does not match GL Account

The total in our aged receivables report does not match the AR GL Account by several thousand dollars. I recall this happened years ago and we made an adjustment, but I really don't want to do that.

What do others do when this happens? Do you watch it monthly? What might cause this to happen?

Thanks in advance - we don't have an accountant here!

Randy Weber

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