Unapplied Credit/Payment Report

Report Parameters

Field

Description

Report Name

The name of the report.

Sort Options

Available options include the following:

  • By Account Name

  • By Account Code

  • By Account Category

Select Options

Available options include the following:

  • Account Name

  • Account Code

  • Account Category

A/R Account Names

A list of all the available A/R account names.

This field is displayed when Account Name is selected in select options.

A/R Account Codes

A list of all the available A/R account codes.

This field is displayed when Account Code is selected in select options.

A/R Account Categories

A list of all the available A/R account categories.

This field is displayed when Account Category is selected in select options.

Sample Report

Table

Description automatically generated

Report Fields

Field

Description

Date

The date on which the transaction was made.

Tran. Code

The transaction code associated with the transaction.

Batch No.

The batch number of the A/R transaction.

Reference

The reference attached to the transaction at the time of batch creation.

Amount

The payment amount associated with the transaction.

Account Code

The code of the A/R account.

Account Name

The account name A/R account.

Total Unapplied

The sum of all amounts is displayed.