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Question

Unallocated Payment Report

  • August 17, 2023
  • 3 replies
  • 45 views

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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

3 replies

Furkan Zengin
Ultimate Hero (Partner)
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  • Ultimate Hero (Partner)
  • August 17, 2023

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  

 

 


cperdue
Hero (Partner)
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  • Hero (Partner)
  • August 17, 2023

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

 


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  • Author
  • Do Gooder (Customer)
  • August 18, 2023

Thank you.  That will make life easier