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Canine III


Does anyone know how to create a report that shows which accounts have credits on them?

0 Kudos
First Molar I

You run the Account Aging report, but when the setup screen pops up, unclick all the boxes which refer to balances, put a dollar amount, click the box for credits, make sure you're are good with the inclusion/exclusion of patient codes, then finally on lower left, click the box that will show account details, and if you want in formatted in lowest to highest, then let it run.  You may want to print to screen for the first couple of attempts to make sure SD is providing what you are requesting.