We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.
Report on Manual User Credit
Updated:
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.
Instructions
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
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