Viewing Balance Reports - 365 Accounts

The Balance Reports screen allows you to view the current balance of all your customer accounts.

To access this screen:

1. Click on Balance Reports from the Reports dropdown menu.
   
   

Filter

To filter the report:

1. Type a Customer Name, Code, or specific value into the filter field.
   
   

The table will then be filtered based on your filter criteria. 

Note: You can also filter the accounts by Not Closed, Not Suspended, and Suspended by clicking the graph filters.