Report on Manual User Credit

This article will show you how to run a Transaction Report or Transaction Detail Report to view the total of manual user credits. This report may help you balance your Accounts Receivable (A/R) accounts.

Instructions

1. Navigate to the Reports tab

2. Select Transaction Reports, and then select Transaction Report or Transaction Detail

3. In the From and To fields, select the date of setup and the end date of the period you are balancing

4. Select Filters and check User Credit Adjustment

5. Click Apply

6. The total of the report will show the amount of all Manual User Credits you have added

Resources

• Balance A/R Accounts

• User Credit Account