Hello,
We are trying to create a workflow for aging invoices and are a little stuck. So we are running this report in August, but would like a column that produces the last day of the month for the prior month, so in this case, we would like 2024-07-31 to repeat down the column.
Example:
Invoice Dates
2024-05-27
2023-04-15
2024-06-05
2024-07-29
Expectation:
Invoice Dates | Date |
2024-05-27 | 2024-07-31 |
2023-04-15 | 2024-07-31 |
2024-06-05 | 2024-07-31 |
2024-07-29 | 2024-07-31 |
Solved! Go to Solution.
Thank you @binuacs , also, was wondering if you had an idea for this last column. So we currently have a column that looks at the invoice date and spits out the year, but we would like to have a general comment for anything that is 6 years or older. So for example, since we are running this in 2024, the comment would be 2018 and Prior, but when we run this in 2025, we would like it to say 2019 and Prior.
Invoice Date | Year | Aging |
2024-05-27 | 2024 | 2024 |
2023-04-15 | 2023 | 2023 |
2024-06-05 | 2024 | 2024 |
2024-07-29 | 2024 | 2024 |
2016-05-01 | 2016 | 2018 and Prior |
2015-05-01 | 2015 | 2018 and Prior |