Thursday, May 2, 2019

Customer Deposit Report

No standard report available for Customer Deposit Report. This is filed as an enhancement (137106).


Alternate Solution
1.  Navigate to Reports > Financial > Trial Balance
2. Click on the Customer Deposit amount
3. In the next page > click Customize
4. Under the Edit Columns tab
5. Remove the Account column
6. Drag the Name column above Type
7. Under Filters tab > Transactions folder > Entity (Line) sub folder > click Name
8. Choose the customer name
9. Check Show in Footer
10. Adjust the date range
11. Rename the report
12. Save the report.

*Add or remove columns and filters as needed.

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