Aging Pivot
Table Reports
TM
for Microso Dynamics® GP
Ph: 609.890.4150 Toll Free: 866.PTC.INFO
Langhorne, PA | Allentown, NJ | Allentown, PA
www.PTCSoluons.com • Sales@ptcsoluons.com
Key Features
• Create Pivot Table views of your
current receivables or payables
• Use the built-in functionality
of Microsoft Dynamics GP and
Microsoft Excel 2007 or higher
- tools you already own and are
familiar with
• Easily isolate AP or AR
transactions for further review
or follow-up using lters (Excel
2007) or slicers (Excel 2010)
• Drilldowns to other account
information directly in Excel
• Use the PivotTable to generate
customer-ready reports and
internal reports
• Recalculate the aging of your
invoices and update your
PivotTable report using the
functionality in Excel
• Multiple aging ranges are
available
By using the basic functionality of Microsoft Dynamics GP Excel Reports and Microsoft
Excel 2007 or higher, the Aging PivotTable Reports
TM
provide increased exibility to
analyze outstanding transactions in Accounts Receivable or Accounts Payable. Pivot
Table drilldown capabilities allow users to view additional account information (such as
the account contact person and phone number) directly in Excel without having to print
other reports or look at other screens. Pivot Table lters enable users to tailor the report
to a particular customer/vendor or receivables/payables control account number, among
others. The aging calculation date can be adjusted for re-calculating the aging ranges.
The Pivot Table is built to accommodate many dierent aging ranges for your company’s
reporting needs. Percentages can be added to the bottom of the Pivot Table at the click
of a button to calculate the breakdown of the amounts in each aging range. The nal
look of your Pivot Table can be modied in Excel to provide users with a print-ready
report for your company’s internal reporting needs or for e-mailing to customers or
vendors.
Copyright © 2022 Paradigm Technology Consulting, the PTC logo, and ptcsolutions.com are trademarks and/
or service marks of ISS Solutions, Inc. DBA Paradigm Technology Consulting. All Rights Reserved. Microsoft
and Microsoft Dynamics are either registered trademarks or trademarks of Microsoft Corporation. The names
of actual companies and products mentioned herein may be the trademarks of their respective owners.
Providing comprehensive solutions and services to
optimize business processes.
Generate an aged PivotTable Report in Excel based
on your current AR or AP Trial Balance Report.
Aging Pivot
Table Reports
TM
for Microso Dynamics® GP
Ph: 609.890.4150 Toll Free: 866.PTC.INFO
Langhorne, PA | Allentown, NJ | Allentown, PA
www.PTCSoluons.com • Sales@ptcsoluons.com
Other PTC Enhancements for
Microsoft Dynamics GP available:
Allocation Schedule
TM
Chargeback System
TM
G/L Import w/Analytical
Accounting
TM
iMIS Bridge
TM
Lot Protability Tracking
TM
Order Acknowledgements
TM
POP Enhanced Posting Flows
TM
POP Line Item Notes
TM
POP User Dened Fields
TM
SOP Enhanced Posting Flows
TM
SOP Line Item Notes
TM
Vendor Address Contacts
TM
Vendor Deposits
TM
Work Paper Checklist
TM
For additional information on
these or other PTC Enhancements
for Dynamics GP, please contact
our Sales Department.
Providing comprehensive solutions and services to
optimize business processes.
Copyright © 2022 Paradigm Technology Consulting, the PTC logo, and ptcsolutions.com are trademarks and/
or service marks of ISS Solutions, Inc. DBA Paradigm Technology Consulting. All Rights Reserved. Microsoft
and Microsoft Dynamics are either registered trademarks or trademarks of Microsoft Corporation. The names
of actual companies and products mentioned herein may be the trademarks of their respective owners.
