FinanceTier 115 minintermediate

AutoFilter for Overdue Payables

Find genuinely overdue payables - due date passed AND still unpaid - not just anything with an old due date.

What you will learn

• Filter or total on two conditions at once: an overdue date and an unpaid status
• Explain why an old due date alone does not mean overdue if the invoice was already paid
• Use a fixed reference date instead of TODAY() so the answer does not silently change later

Excel skills

AutoFilter, COUNTIFS/SUMIFS · Sorting and Filtering

The task

Twenty payables are listed. I need to know how many are genuinely overdue and what they add up to, on the Summary tab. Overdue means the due date has passed AND the invoice is still unpaid - an old due date that has already been paid is not overdue, it is just old. Use the reference date on the Summary tab (B1), not today's actual date.

You work in a real spreadsheet in your browser, and your answer is checked against hidden traps the moment you submit.

Try this lesson free