Skip to main content

Notifications

Small and medium business | Business Central, N...
Suggested answer

Credit memo post year end report

(0) ShareShare
ReportReport
Posted on by 5

Hi

Please can you help. I am a new user in BC and I need to provide some information relating to credit memo raised in 2022 relating to invoices raised in 2021 (classic year end testing). Is there a view I can see both the credit memo (dated) and the invoice to which it is applied (dated)?

Many thanks 

  • Suggested answer
    MahGah Profile Picture
    MahGah 15,428 on at
    RE: Credit memo post year end report

    Hi

    I think that report is not available in UK. if you are on SaaS version can you try this link

    businesscentral.dynamics.com/

    Or maybe try "Customer - Detail Trial Bal." report or below link

    businesscentral.dynamics.com/

  • Philthefish Profile Picture
    Philthefish 5 on at
    RE: Credit memo post year end report

    Hi Kim. Thanks for your answer. I can't locate the Customer Account Detail report. Perhaps its referred to under a different name in the UK?

  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,425 User Group Leader on at
    RE: Credit memo post year end report

    Try the Customer Account Detail report. Be sure to toggle the option for Print Additional Details so that the Applications are shown. You can enter customer, date range and even document type filters to get your report the way you require. I might suggest document types of Invoices and Credit Memos or just Credit Memos with their application. The one problem that you might have is that for the applied to document the dates provided are the Due Date and Discount Date which is not what you indicated you needed.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans