PSA L&P - Reports: Dedicated Account Reports

Dedicated Account Reports

There are three statements for Dedicated Accounts:

  • Dedicated Accounts
  • Dedicated Accounts - With Date Range
  • Statement of Activities - With Dedicated Accounts

To find the reports go to Reports → Statements

 

Dedicated Accounts report example:

Dedicated Accounts - With Date Range report example:

Statement of Activities - With Dedicated Accounts report example (This report is a Statement of Activities with a list of Dedicated accounts at the end of the report):

 

Related Articles

Alternate Method of Recording/Reporting of Dedicated Accounts For Additional Detail

How/when to use a dedicated account

 

 

 

 

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