Customer Financial Reports

To view the Customer Financial Reports: 

1. Go to Finance & Accounting on the left side panel.
2. Click Customer Financials on the navigation bar.
3. Click Customer Financials.
4. Click Customer Financial Reporting.

 
5. You can select a variety type of reports, which a few options are the following:

• • Customer Contact List.
  • Customer Events On-Hold List. 
  • Customer On Hold List.
  • Customer Terms Billing.

6. Click Refresh to generate the reports.

 
7. Click on the Check boxes to select the report or reports you want to export.
8. Click Print to and select how you want to view the report.