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Payment History Report

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Hello, trying to find or run a payment history report in D365 that will show the date of payment, the vendor, the payment/check number, the amount, and individual invoices/amounts included in each payment. Does this exist? Thank you.

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Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at

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Payment History Report

There's no out of the box report that will provide all that detail. You could start with the Payment summary by date or Payment summary by vendor report found in Cash & bank management and modify either of those to include settled transactions.
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Kevin Xia Microsoft Employee on at

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Payment History Report

Hi,

You can refer to this official document: Report catalog for Microsoft Dynamics AX | Microsoft Learn, which introduces the report table of contents, contains all the reports, and you can find a standard report that meets your requirements. If you don't have a standard report that meets your requirements, you can also choose to customize the report, refer to this official document: Create reporting solutions - Finance & Operations | Dynamics 365 | Microsoft Learn. This tutorial shows how to export data and create a report, expand predefined views and add navigation to charts, use the free-form report designer, and customize the parameter experience.

Best regards,

Kevin

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