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

Modified on Tue, 26 Mar 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

Attachments (3)

unallocated-....jpeg
43.7 KB

enhanced.jpeg
28.9 KB

unallocated-....jpeg
44.2 KB