Finance | Project Operations, Human Resources, ...

Is there a way to view unsettled payments in A/R

(0) Share

Report

Posted on by Zoe302

I sometimes forget to settle a payment made to a customer in A/R.

At the end of the month I run the aged debtors report with shows unsettled payments as a minus balance against a customer, however I'd like to just see the customers that have unsettled payments.

Is there a way I can run a report to just see these customers who have a payment against them, but it has not been settled?

I have the same question (0)

All responses (4)

Answers (0)

Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

Hi,

Are you operating AX2012 or D365FO?

Best regards,

Ludwig

Was this reply helpful? Yes No
Zoe302 10 on at

Like (0)

Report

D365FO

Was this reply helpful? Yes No
Suggested answer

Gaurangkumar Jani 4,534 User Group Leader on at

Like (0)

Report

Hi Zoe,

You can check the payment unsettled from the Customer transaction but it will be customer-specific.

But you can create the custom inquiry report without customization by just adding few filters on customer transactions and adding the same on Workspace.

Please follow the method provided in below blog:

dynamics365finance.wordpress.com/.../

Let us know if this helps.

Thanks,

Was this reply helpful? Yes No
Suggested answer

saurabh bharti 15,039 Moderator on at

Like (0)

Report

Yes you can get with a Trick.

Step-1: Navigate to Any customer > Click on Transactions > Insert Customer Account and Transaction type column > Filter Open only

Step-2: Right click on browser tab > Duplicate the tab

Now Duplicate tab will have Open transactions from all the customers not from specific , filter only Payments

Step-3: Extract in Excel

Was this reply helpful? Yes No