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Retentions Receivable report

The Retentions Receivable report lists all the customers that owe you for retention as of a given date.

To create a Retentions Receivable report

  1. Choose Reports > Customers & Receivables > Customer Balance Summary.

  2. Click the Customize Report button.

  3. In the Report Date Range field, enter the date range you're interested in, for example, a specific month or year.

  4. Click the Filters tab.

  5. In the Filters tab window, select Account in the Filter scroll box.

  6. Click the Account drop-down arrow and select your Retentions Receivable account.

  7. Click OK.

See also

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