How do I get a report for detailed AR transaction application history by customer?
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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
+16Hi
If any transaction is deleted we can access the information about the transaction.
Please help what type of data you are looking.
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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).
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+20Hello,
Did you already try AR Customer Balance Report with payment applications options checked on?
Laura
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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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