How do I get a report for detailed AR transaction application history by customer?
Answer
Detailed AR transaction application history by customer
Best answer by Laura03
Hello,
Did you already try AR Customer Balance Report with payment applications options checked on?
Laura
+15Hi
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 & Customer Experience Supervisor
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).
+19Hello,
Did you already try AR Customer Balance Report with payment applications options checked on?
Laura
~ Laura Barber, WM Synergy
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
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.