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Suggested answer

Print transactions/invoices for each deposit made

Posted on by 50

Hi,

Is there a way to print a report that shows the deposits made for a month, as long as which invoices were applied to each deposit?

Thanks,

Brenda

  • Suggested answer
    Jeff Grant Profile Picture
    Jeff Grant on at
    RE: Print transactions/invoices for each deposit made

    Hi Brenda,

    There is not a default cash receipt/deposit report that will show the invoices the payments were attached to in Dynamics GP, with the most common resource for this detail being the Inquiry | Sales | Transaction By windows.

    About the closest option you have in default reporting would be the SmartList available under Sales | Sales Transactions for 'Deposits on Unposted Sales Transactions'.

    Accordingly, if you have experience with SmartList Designer you should be able to build similar SmartList reporting linking the following tables:

    RM20101 - RM Open File (Transactions)
    RM20201 - RM Apply Open File
    RM30101 - RM History File (Transactions)
    RM30201 - RM Apply HIstory File

    Best Regards,

    Jeff 
    Microsoft Dynamics GP Support

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