Did You Know That Advanced Transaction Search Can Help You See a Specific List of Account Balances?
You may want a report that shows all Family account balances as of today’s date – plus anything outstanding – but you DON’T want to include fees that have been posted and are yet not due. What do you do?
Did you know that you can do an Advanced Transaction Search for a data range that doesn’t include future dates to do this? Make sure you have Unpaid Fees Only marked to “yes” to do this.