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How to use reports to find those unallocated credits

The unallocated credits report will help clients identify any credits that have yet to be allocated to a charge

 

Step 1

Go to financials>unallocated credits report

 

 

Choose from the accounts listed and then get to the next screen and run in enhanced

 

Step 2

 

Apply date range based on created date

 

 

 

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