Balance Summary Report

Updated 13/01/14

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The Balance Summary report allows outstanding account balances to be listed.

 

To run a balance summary report...

 

1

Open the clients tab in the report selection window.

2

Select Balance summary.

3

Click the Preview button.

4

Select the date range to run the report for.

5

Select a group and/or selection filter if desired.

6

Click the Preview button to generate the report.

7

To print the report; click the Print button.