How to use reports to find all unallocated credits on my the account

Created by RevQore Support, Modified on Tue, 26 Mar 2024 at 12:50 PM by Ella Kitching

Credits are often raised but often not allocated against charges raised. To find these credits go to reports>financial>unallocated credit reports

Step 1

Choose the account/s and run in enhanced

Step 2 Set date range and a user group

Attachments (3)

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