Clear Zero Balance Items - Field Descriptions

Use this table for reference when completing the fields on this screen.

Field

Description

Customer code

Enter the customer code to be included on this report, or press Enter to include ALL on the report.

Job

Enter the job you want to include on this report, or press Enter to include ALL on the report.

Customer type

Enter the code for the customer type to be included on this report, or press Enter to include ALL customer types.

Clear date

Enter the first and last invoice dates to include in the removal, or press Enter to begin with the earliest date on file and end with the current Accounts Receivable processing date.

Transaction type

Select the checkboxes corresponding to the transaction type you want included on the report:

  • Payment

  • Adjustment

  • Invoice

  • Credit Memo