In standard Accounts Payable (AP) and Accounts Receivable (AR) Aging reports within Zoho Books, vendor credits and credit notes are not displayed by default. However, you can modify the report settings to include these details. Follow the steps below to ensure comprehensive reporting.
Start by logging into Zoho Books account.
Go to the “Reports” section in the main menu.
Choose either the “AP Aging Details” or “AR Aging Details” report based on the requirements.
Specify the date range for the report to capture the relevant data.
Click on the “More filters” option.
Check the box for “Include Vendor Credits” to include vendor credits in the AP Aging report.
Check the box for “Include Credit Notes” to include credit notes in the AR Aging report.
Click on the “Run Report” button to generate the report with the selected filters.