Balance Reports

The Balance Reports option, accessed under the Statement Cycle menu in Accounts Receivable, lists the standard and custom reports to be generated to view customer balances.  Custom reports are listed in the Balance Reports option with a blue pencil icon to the left of the report name.

The Balance Reports should be printed and verified before continuing to print the statements.  If desired, utilize the Report List option when printing the balance reports.

Note:  The same reports can also be found under the Reports menu in Accounts Receivable.

Steps to Print a Report