How to run the Customer or Supplier Balance History Report

Modified on Thu, 16 Jan at 3:59 PM

This report shows the account balance at any point in time

Running the report

  1. Head onto the left-hand Navigation Bar and click Analytics
  2. Search the Balance History report,
    • There are seperate Analytic options for Customer and Supplier Balances
  3. Locate the desired report, click Run on this and you will be brought into the report
  4. Enter details as required, and click Refresh to load the report


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