How to Bookmark an A/R Balance Report as Current Day

In this article, we walk you through setting up an A/R Balance report to always show as the current day and then save it as a bookmark.

1. From the Teesnap Admin portal, click Reports on the left-hand side of the page, then click Accounts Receivable at the top of the page. 

2. Scroll down to the bottom of the page to access the additional reports tabs, and click on the AR Balance as of Date tab. 

3. Choose the "AR Balance as of Date" filter located on the left side. Then, at the top, find the dropdown menu currently displaying "On" and change it to "NOW MINUS."

4. Enter "0" in the day's field to view the report, which will show account balances up to today's date.

5. To bookmark this report, click the down arrow in the bottom right corner of the page, then choose the option to Save as New Bookmark.

6. Provide a name for your bookmark and designate it as your default bookmark for quick access in the future.

If you have any questions, please do not hesitate to reach out to Teesnap Support by emailing us at support@teesnap.com or calling 844-458-1032.