AR Aging Balance does not match Vista

Getting Started

This is a common issue based on how the Vista AR Aging report is structured.

In the setup below we are getting data with a Through Month of January 2025.

The two Include.... parameters have a January 31st date. That means transactions posted in January 2025, but dated February 1st and later will be excluded from the report. That means the report is not including transactions that posted to the GL.

Instead, it is recommended to leave those two parameters blank to include everything posted through the Through Month parameter.