How to find a list of all unapplied payments on all customer accounts

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Posted on by JacquelineM

I work in AR and I can see that we have half a million dollars in unapplied payments. How can I find a comprehensive list of all unapplied payments and which customers accounts correspond to each unapplied payment? I want to be able to go into every customer account with an unappplied payment and be able to apply them all.

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saurabh bharti 15,035 Moderator on at

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RE: How to find a list of all unapplied payments on all customer accounts

You can find in following way:

1. Open all customers transactions using following

exploredynamics365.home.blog/.../

2. Apply filters like Open transaction, Transaction type etc... to get the list

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