How to use reports to find all unallocated credits on my the account

Modified on Tue, 26 Mar 2024 at 12:50 PM

Credits are often raised but often not allocated against charges raised. To find these credits go to reports>financial>unallocated credit reports   


Step 1


   

Choose the account/s and run in enhanced


    


Step 2 Set date range and a user group

     

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