The Balance Summary report allows outstanding account balances to be listed.
To run a balance summary report...
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Open the clients tab in the report selection window.
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Select Balance summary.
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Click the Preview button.
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Select the date range to run the report for.
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Select a group and/or selection filter if desired.
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Click the Preview button to generate the report.
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7
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To print the report; click the Print button.
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