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Hi

Is there a report which shows all unallocated customer payments?  Having looked at the reports, it’s not clear

Thanks

Tracey E

Hi @Tracey E 

There are multiple ways of this but I like using Customer Ledger Open Items window. You can filter using series ID. Offset possibility will give you customers with debit and credit transactions.

Regards  

 

 

There is also an option to ‘park’ payments.   You can view the analysis both for customers and suppleirs.  

 

Thank you.  That will make life easier

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