User will be able to pull up the transactions thatwere created via Setup > Accounting> Enter Opening Balances by performing the following steps: 1. Navigate to Lists > Search > SavedSearches > New > Transaction 2. Enter the following filters under the Criteriatab > Standard sub tab: Type = Journal Memorized = is False Document Number = is not empty Memo = is Opening… Continue reading How to view open balance transactions in journal entries
Tag: open balance
Customer Open Balances: Email to Customer & Admin
To send email report to customers with their open balance and send a report to Super Admin.