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Report - Account Balances

Deborah Woodcock
posted this on December 16, 2009 11:49 am

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The Account Balances report lists all Account Totals, Unpaid and Unallocated amounts

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Instructions

1. Manager Level > Create Reports > Simple Reports > Account Balances

2. Click Hide Zero Balances

3. Click Sort by Account Name or Account Number (headings in blue)

4. Click Print

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Tips

Apply Unallocated amounts to Unpaid balances.

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Details

Use the Account Balances report to quickly identify and clean up Accounts balances.

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Screenshots

  

 

 
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