How to run the Balances Outstanding Report [Video]

In this training video, you can learn how to run the balances outstanding report. This also includes adding a balance outstanding reason to a contract

In Brief

  • You can view contracts with balances outstanding in the Balances Outstanding view with the Contract browser

  • To run the report, within the Contracts Browser click Reports, select the Balances Outstanding report and click Print

  • To add a balance outstanding reason to a contract, open the Finance tab and click the 3 dots next to Balance Reason. Click the + button to add a new reason