Performing End-of-Month Procedures > Printing Monthly Reports

Printing Unapplied Payment/Adjustment Reports

The Unapplied Payment/Adjustment report lists all payments and adjustments that have been entered but have not been applied to specific charges.

To see a sample report, click here.

To print an Unapplied Payment/Adjustment report:

1. Select Reports > Financial > Unapplied Payment/Adjustment Report. The Report Criteria fields are displayed.

2. Set the options and click Generate Report.