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Totals on Outstanding Balances

cp9293
May 5, 2016 11:51 AM
Joined Apr, 2012 393 posts

When you go under LIST, is there a way to give a total of outstanding Balances at the bottom?

Thanks!
Claudia

Michelle J
May 5, 2016 3:12 PM
OR Team Member Joined Jan, 2011 582 posts

Hi Claudia,

Great to hear from you again!

That's a great suggestion.

You could figure that out right now by using the Export button above the grid and then opening in Excel sum'ing on the column.

Also take a look at the Payment Details report under Reports > Details > Payments. Use the Scheduled Payment checkbox to filter. Then look at totals. That assumes that you have a scheduled payment in place for each booking.