This report provides you with a quick highlevel view of all your Guardian Payment Accounts for the current accounting period. The report will separate Charges, Credits, and Payments and then provide you with the current account balance.
If you want to view those accounts that have outstanding balances for managing your receivables then printing the Outstanding A/R Payment Accounts report may be more appropriate. This report will provide you with Guardian accounts with an outstanding balance. It also presents the balances in an "aging" format for better analysis.
Accessed from:
1) Central Report Manager
Sort Order options:
1) None - Always sorted by Guardians last name
Selection Criteria:
1) As Of Date - Must be within the current accounting period