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Credit Memo Usage Report

The Credit Memo Usage Report displays the credit memos that have been used during a specific period of time (Administration > Reports > Accounting > Accounts Receivable > Credit Memo Usage). The report includes a link to open the credit memo, and a link to open the customer account.

 

Filters
  • Accounting Period: Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen.

  • Credit Memo Reason: A credit memo reason is added to a credit memo to determine which GL account is impacted.

 

Security Permissions Required

Category
 
Function
 
Administration – Reports
 
Can Access Reports Tree Branch
 
Can Access Reports - Accounting