Balance Reports - 365 Accounts (Legacy)

Balance Reports - 365 Accounts (Legacy)

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 NameCode, 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.