Balances by Customer Screen

This screen will allow you to run a balance sheet for a particular customer as of a specified date or at the end of a pre-configured fiscal time periods. You may manually enter the "As Of" date or search for the date using the calendar widget. You may also use a fiscal time period by selecting it from the drop down menu. Select the Fiscal Type (for example, "Actual" or "Budgeted") from the drop down menu to run the balance sheet for actual results or for budget or forecast results.

Clicking the [Run] button will run the balance sheet. Clicking the [Return to Receivables] button will take you back to the Receivables home screen.