How do I generate a report that shows my customer balances?

Legacy KB ID: 198

Question

How do I generate a report that shows my customer balances?

Answer

To create a report that shows all of your customers balances:

1. From the Reports menu, choose "Customers and Receivables", then Customer Balance Summary.
2. To see the detailed transactions of a customer's balance, double click on the balance when the cursor is a magnifying glass containing a "z" (QuickZoom). A report displays, showing transactions for that customer only.
3. Double click on any line and Reckon Accounts display you the transaction form for that amount.

Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/