Unapplied Payments Report

When do I use the Unapplied Payments report?

Use the Unapplied Payments report to determine if there are unapplied payments that need to be applied to accounts. Also, use the report to verify that all unapplied payments have been applied.

1. From the main page, select Reporting Unapplied Payments.
2. Set report parameters to define the report by account code. View account categories.
3. Click Display Report. View field definitions

4. To print the report, select the Acrobat (PDF) file format. Tell me how...

   1. Create the report.

   2. With the report displayed, select the Acrobat (PDF) file format from the drop-down list.

   3. Click the Export link.
   4. Click Open.
   5. Click File Print.
   6. Click OK.
   7. Close the open window.
5. To export the report, select the export format  and click Export. Tell me how...

1. Create the report.

2. With the report displayed, select the format from the drop-down list.

3. Click the Export link.

4. Click Open.

The file is opened in the window of the format you selected.

-or-

To save the file in the different format, click Save. View steps.

5. Close the open window.