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Detailed AR transaction application history by customer

  • 8 February 2024
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J
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How do I get a report for detailed AR transaction application history by customer? 

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Best answer by Laura02 8 February 2024, 15:54

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manikantad18
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Hi @jsudak 

If any transaction is deleted we can access the information about the transaction.

Please help what type of data you are looking.

Acumatica Functional Consultant
J
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We are looking for the information in a report form that delineates what each customer payment was applied to (not a listing of transaction numbers/hyperlinks that have to be drilled down into). 

Laura02
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Hello,

Did you already try AR Customer Balance Report with payment applications options checked on?

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
J
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Thank you, Laura. This helps. At least we can see the transactions by financial periods. I will present this to our AR person and see if we need anything further.  

 

Thank you again! 

Jay

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