How to use reports to see financial details regarding deposit

Modified on Tue, 26 Mar 2024 at 12:37 PM

The deposit balance report is a good report to view both transactional and non-transactional deposit information  

 Step 1 Go to reports>financial>deposit balance report   


Choose from the accounts listed and then get to the next screen and run in enhanced


Step 2 Use the date range on created and filter


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