This article will show you how to run a Transaction Report or Transaction Detail Report to view the total of manual user credits. This report may help you balance your Accounts Receivable (A/R) accounts.
- Navigate to the Reports tab
- Select Transaction Reports > Transaction Report or Transaction Detail
- In the From and To fields, select the date of setup and the end date of the period you are balancing
- Select Filters and check User Credit Adjustment
- Click Apply
- The total of the report will show the amount of all Manual User Credits you have added