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beckham
Level 1

Payments not added to a deposit yet

Is there a report for the screen when you go into Record Deposits then click payments? I would like to see the payments that are not yet deposited. Thank you!

Solved
Best answer November 15, 2021

Best Answers
BigRedConsulting
Community Champion

Payments not added to a deposit yet

There isn't a built-in canned report for this, but you can create a custom report:

 

1) Start on the Reports menu and pick Custom Reports | Transaction Detail.

2) Then on the Modify Report window's Filters tab, add: Account = Undeposited Funds  and Cleared = No. Also, consider changing or removing the Date filter so that none of your payments are excluded by date.

3) Click OK to run the report.

 

Optionally, add or remove columns as desired. You can also Memorize the report so you can quickly run it again later.

 

View solution in original post

2 Comments 2
BigRedConsulting
Community Champion

Payments not added to a deposit yet

There isn't a built-in canned report for this, but you can create a custom report:

 

1) Start on the Reports menu and pick Custom Reports | Transaction Detail.

2) Then on the Modify Report window's Filters tab, add: Account = Undeposited Funds  and Cleared = No. Also, consider changing or removing the Date filter so that none of your payments are excluded by date.

3) Click OK to run the report.

 

Optionally, add or remove columns as desired. You can also Memorize the report so you can quickly run it again later.

 

beckham
Level 1

Payments not added to a deposit yet

This is fantastic! I have been trying to figure this out! Thank you so much!

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