Credits applied list

JanB
JanB Member Posts: 4 Novice Member Novice Member
in Reckon Accounts (Desktop)

I'm trying to view the credits that I have applied on a certain date How can I view these please.

Answers

  • Kris_Williams
    Kris_Williams Member Posts: 4,277 Reckon Hall of Famer Reckon Hall of Famer

    have you tried a Find for all transactions on that date?
    Just a suggestion - Find the credit note and then press Control H

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 567 Reckon Staff Reckon Staff

    Hi @JanB

    Unfortunately, there is no such reports where you can access the list of applied credits.

    However, if you click and open the invoice. Clicking on Apply credits will give you the records of the Previously Applied Credits.

    Check the screenshots below, with 1 with applied credits and another without credits-

    image.png image.png

    I hope this helps. Please let us know for any concerns/issues. Thank you!

    Regards

    Tanvi

    Tanvi.png

Categories