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Unapplied AR Payment Report

  • 22 February 2024
  • 3 replies
  • 41 views

Hi, I am looking for a report that will pull all customers that have unapplied payments. Is there such a report or I will need to create one? How do I create one? Thanks!

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Best answer by Laura02 23 February 2024, 18:24

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Hello,

Please try AR Aged Period Sensitive with Additional Filter for Document Type equal Payment or PrePayment:

Laura

Thanks Laura. Since this is period sensitive, would it only pull payment for that specific period that was selected? What if you are looking for all periods for remaining unapplied payments?

 

Badge +18

Hello,

The period sensitive report will show you all unapplied payments when printed for today (current fiscal period), whether the payment was recently entered in the current period or entered in any previous fiscal period.

  When printed for a prior period, such as 12-2023 , the report will show you the amount of unapplied AR payments remaining that remained open/unapplied at the end of  12-2023.

Laura

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