Solved
Payments not added to a deposit yet
Is there a report for the screen when you go into Record Deposits then click payments? I would like to see the payments that are not yet deposited. Thank you!
BigRedConsultingAnswer
Nov 15, 2021 4:15 PM UTC
There isn't a built-in canned report for this, but you can create a custom report:
1) Start on the Reports menu and pick Custom Reports | Transaction Detail.
2) Then on the Modify Report window's Filters tab, add: Account = Undeposited Funds and Cleared = No. Also, consider changing or removing the Date filter so that none of your payments are excluded by date.
3) Click OK to run the report.
Optionally, add or remove columns as desired. You can also Memorize the report so you can quickly run it again later.