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How to download the report for Payments/Refunds against future from an Accounting Period?

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How to download the report for Payments/Refunds against future from an Accounting Period?

In a specific accounting period in the balances tab there is a section that says "Payments/Refunds against future invoices" - you can click on it and see a few links to "download" however, it just redirects to the data source page. How do we actually download a report to see what makes up those balances?






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Re: How to download the report for Payments/Refunds against future from an Accounting Period?

When you click Download link on amount for (Payments/Refunds against future), you need to add a filter as Payment.Status=Processed in the datasource export and retreive reports specific for these transactions.

 

Screen Shot 2018-09-01 at 3.57.52 PM.png






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Support SME

Re: How to download the report for Payments/Refunds against future from an Accounting Period?

When you click Download link on amount for (Payments/Refunds against future), you need to add a filter as Payment.Status=Processed in the datasource export and retreive reports specific for these transactions.

 

Screen Shot 2018-09-01 at 3.57.52 PM.png






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Help others find answers faster by accepting my post as a solution √

View solution in original post