Include the Batch Transaction Number within the Owner AR Activity Report
Description
The Owner AR Activity Report is used to display owners' beginning balance, all AR transactions (charges, payments, and adjustments), and the ending balance for the specified date range.
This release, we have added a toggle to include the Transaction (Batch) number in the Owner AR Activity Report.
Getting to the Report
1. Click Reports and select Standard.
2. Select Owner AR Activity Report
Report Parameters
3. Set the Start & End Date. The date range for this report. It will show the owner's AR activity up to and including the Date Range entered.
4. Order By Arrange the report by your preference
5. Select the Charge Codes to be included in this report.
- To select all charge codes, click All option
- To multi-select different codes, select your first code, press and hold Ctrl on your keyboard while clicking the other codes.
6. To include the Batch number in the Owner AR activity report, activate the toggle,
7. A row is added for the batch number in the UI and is included in the export under every adjustment amount. Batch number = AR+Item ID, same as activity.