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In previous versions of NAV/BC there was a cash applied report for customer payments. Now in BC SAAS 21.2 I can't find it anywhere, did they do away with that report? Did something replace it? It also seems that you can no longer see "applied" entries when looking at a customer ledger entries, there is only "Apply Entries" and "Unapply Entries", I liked being able to pick one line and seeing what was applied to it.
Open "Customers" > Go to a customer (just pick one, the report will be the same regardless) > Click "More options" > "Reports" > "Cash Applied".
You will have to add the "Journal Batch Name" Filter, and filter by the posting date. Should be good to go.
Sounds like you will have to submit a product idea here:
And hope they bring the old report back.
You can also ask your developer to grab the report from and older version and try to convert it.
Thank you Yun that report is great again for one customer at a time. I'm looking for a report that will break down a deposit by customer and listing the application to invoices. Its sounding like I need to either create a custom report or ask MS to bring the original report back.
Thank you yes I did find that eventually buried in the menu - but what I am looking for is a report that can be run after a deposit is made with multiple customer payments so I can see who paid and what they paid on one report, this process would require me to know who paid and go to each individual customer to see how its applied. Thanks, though.
Hi, All Accounts Receivable Reports and Analytics in Business Central are documented in the following website.
https://learn.microsoft.com/en-gb/dynamics365/business-central/receivables-reports
I think the closest one is probably report 211 - Customer - Payment Receipt.
Hope this helps.
Thanks.
ZHU
I do not think there is a report showing it. But i guess you are aware that you can look it up from the customer ledger entry page:
OMG, Liz, I don't see it anywhere.
You might be able to use the Customer Account Detail report and apply filters based on document type=payment, posting date, document number. Be sure to toggle on the 'terms, applications, etc.' I'm just not sure if you can get the filters you need.
Thats for vendor payments, I'm looking for the one for customer payments. If we get $200,000 in payments for multiple customers I used to be able to run that report to see how it was applied to each customer. Or run it for a range of dates for one customer if our balances didn't match so we could see where we applied payments differently.
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