Hello,
I want to know how I can run a report for all customers who have an interest balance on their account?
I'm using Sage 300.
Thank you,
Hello,
I want to know how I can run a report for all customers who have an interest balance on their account?
I'm using Sage 300.
Thank you,
Hi Jessica,
Go into A/R Customer Transactions Report..
And select onl the Interest Transaction Type.. This will show only Customers that have an outstanding Interest Batch.
Regards,
DCrampton
Thank you, for this.
However, I was able to run this report but it was still pulling customers that had open balances.
I need a report that only pulls open interests and nothing else.
Do you know of any report or would this be a customize report?
Did you uncheck the other Transaction Types?
Yes, I did unselect all other transaction types but the report was still pulling customers who have open balances.
Yes, I did unselect all other transaction types but the report was still pulling customers who have open balances.
It's pulling other transaction types, other than Interest Batches? an Interest batch is a open balance.. I'm not sure what you mean.. maybe open a customer support ticket with Support and we can investigate..
*Community Hub is the new name for Sage City