Outstanding Checks

Outstanding Checks

The Outstanding Checks report allows users to generate individual PDFs per customer, listing all outstanding checks.

Customization

To customize this report:

• Go to Reports > Outstanding Checks.
• Click Customize at the top of the page.

You can change the Group by options to group the data by customer.

You can customize the report based on the following filters:

*Choose the Account(s): Choose a single account, multiple accounts, or all accounts to include

• Choose the Customer(s): Choose a single customer, multiple customers, or all customers to include
• Choose the Status(s): Choose a single status, multiple statuses, or all statuses to include
• Set the As of Date: There is one date option on this report, Transaction Date (the date of the ledger transaction).

You can add and delete columns based on what you would like to see displayed in the report. Click Run Report.

The report data can then be exported to a pdf file.