To run the Customer Aged Trial Balance report, go to the Customers module and select ...More Options in the toolbar. Choose Aged Trial Balance from the options.

The Customer Aged Trial Balance window opens. 

The As At Date defaults to today. Update this if required.

• Group By - by default the report is unsorted. Use Group By to sort by Account or Transaction Type.
• Sort By - by default, the output is sorted by the Account ID

The transactions can also be restricted to specific Customer Types, Customer Groups, Sales Rep, Customer Region, or a range of Customer account numbers. (These will all depend on the options set up in the default settings) Types, Groups, Regions, Marketing, Industry

Select Run Report to process.

The Customer Aged Trial Balance Report opens in a report window with options to Print or Download.